James "Jim" Klein
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James "Jim" Klein

Senior Vice President

My experience in financial services began in 1966 and I have been focused on futures investments since 1980, including serving as Chairman of PaineWebber Futures Management Corp., before it was acquired by UBS Financial services. I have managed futures funds, futures pools, fund of funds and individual futures accounts as a licensed Commodity Trading Advisor for decades.


Personal & Community

  • Four Children
  • Four Grandchildren
  • Married 45 years
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • MA
  • MD
  • ME
  • MI
  • NJ
  • NY
  • OR
  • SC
  • SD
  • TX
  • UT
  • WA
  • WY

James "Jim" Klein

Education

  • B.A., University of Arizona

James "Jim" Klein

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

James "Jim" Klein

Senior Vice President

My experience in financial services began in 1966 and I have been focused on futures investments since 1980, including serving as Chairman of PaineWebber Futures Management Corp., before it was acquired by UBS Financial services. I have managed futures funds, futures pools, fund of funds and individual futures accounts as a licensed Commodity Trading Advisor for decades.


Personal & Community

  • Four Children
  • Four Grandchildren
  • Married 45 years
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • MA
  • MD
  • ME
  • MI
  • NJ
  • NY
  • OR
  • SC
  • SD
  • TX
  • UT
  • WA
  • WY

Education

  • B.A., University of Arizona
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 576-2988

Email Me

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