
Jonathan D Klein
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You'll have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
As a testament to our service, The Regent Group has been recognized as Forbes Best-In-State Wealth Management Teams for 2024 and 2025.
Forbes Best-In-State Wealth Management Team: New York - NYC (High Net Worth)
2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Jonathan Klein has also been recognized as a Forbes Best-In-State Wealth Advisor in New York - NYC (Private Wealth) for 2025.
2025 Forbes Best-In-State Wealth Advisors New York - NYC (Private Wealth)
2025 Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025