Kline oversees US$180 million in client assets and he will be joined by account executive Joshua Brien, and registered private client assistant Nicole Apen. Together they will form the Kline Wealth Management Group of Janney Montgomery Scott.
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Kline joins Janney most recently from UBS, where he spent the past eight years. Prior to UBS, he worked with Smith Barney, which is where he began his career in 1993.
In 2009, Kline was recognized as a Barron’s Top 1,000 Financial Advisor nationally. He also was named a top wealth manager by the National Association of Board Certified Advisory Practices (NABCAP) in 2012.
Commenting on the appointment, Jerry Lombard, president of the firm’s Private Client Group, said: "With the wealth of knowledge and experience he brings to our Raleigh office, unquestionably, he is a tremendous addition to the Janney team and to our Southeast region — a region which we believe continues to present a significant opportunity for growth."
Lombard continued, "John’s hiring is yet another example that quality advisors continue to look to Janney as a top destination in the industry, and a great alternative to many larger firms. In 2012, Janney added 33 top-tier advisors, and we anticipate welcoming many new advisors of a similar caliber as we look forward to 2013."
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