Jonathan Klein

Jonathan Klein is an experienced financial professional with a diverse background in financial advising, management, and sales across major financial institutions. Currently serving as a Financial Advisor at Prudential Financial, Jonathan has previously worked as a Financial Representative at Northwestern Mutual, focusing on retirement planning and risk management. Prior roles include Managing Director at Grayscale Investments, where Jonathan led the sales team and developed strategic initiatives for digital assets, and Managing Director at Stifel Financial Corp., overseeing alternative investments. Jonathan held senior positions at Barclays Wealth and Investment Management, including Director of the advisory product platform, and was an Executive Director at Morgan Stanley, managing Wealth Management Services. Jonathan holds an MBA in Finance and International Business from NYU Stern School of Business and a Bachelor of Science in Accounting and Finance from the University at Albany.