Jeffrey Klatzko
Investment adviser representative at Esi Financial Advisors
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equity Services, Inc.Jan 2026 to now
- National Life GroupJan 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2018 to Dec 2025
- Northwestern Mutual Investment Services LLCJun 2018 to Dec 2025
- Northwestern Mutual Life Insurance CompanyJun 2018 to Dec 2025
- UnemployedApr 2018 to Jun 2018
- Merrill LynchMay 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5003877
- Firm CRD
- 265