AK
AK

Antone Jonathan Klecha

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
133 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antone works as a line cook at Giorgio's Ristorante, starting in April 2023. This takes about 10-20% of Antone's time and occurs outside of trading/working hours.

Employment History
Current Registrations
Advisors Asset Management, INC.
September 2024 - Present · 1 yr 5 mos
Advisors Asset Management, INC.Broker
August 2024 - Present · 1 yr 6 mos
Advisors Asset Management, INC.
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.