Jared Bernard Kline
Investment adviser representative at Kellett Wealth Advisors, LLC
31 yearsExperience
1 stateRegistered in
$344MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Kellett Wealth Advisors, LLCSep 2019 to now
- Kellett Schaffner Wealth Advisors, LLCAug 2019 to now
- Procter & GambleJan 1995 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kellett Wealth Advisors, LLC
$344MAssets managed
465Clients
4Advisers
5 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
- 7167305
- Firm CRD
- 287571