Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and bringing 54 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios, third-party manager oversight, and participation in a wrap fee program. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging markets.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.