John Patrick morton Klein
Investment adviser representative at Lockshield Partners, Inc.
10 yearsExperience
1 stateRegistered in
$290.6MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lockshield Partners, Inc.Feb 2026 to now
- Lockshield Partners Financial ServicesOct 2025 to now
- When On the WayMay 2022 to Jul 2025
- Maryville UniversityAug 2021 to May 2025
- Lockshield Partners Accouting ServicesAug 2020 to May 2021
- Plum Tree MontessoriAug 2020 to May 2021
- Warren County Inline HockeyMar 2019 to May 2025
- Bowling Green High SchoolAug 2017 to May 2021
- UnemployedJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Lockshield Partners, Inc.
$290.6MAssets managed
1,116Clients
4Advisers
7 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
- 8231227
- Firm CRD
- 175433