Experience

Makes all the difference

James Klein

Senior Vice President

Financial Advisor

Jim Klein's career in financial services began in 1966. He has managed various Futures Funds, acted as a Commodity Trading Advisor and has served as Chairman of PaineWebber Futures Management Corporation. The approach he takes in managing futures accounts is long-term and big picture. He looks for macro themes that may be sustained over a 2-3 year period. The objective is to seek leveraged profits while managing client's risk.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • ME
  • MI
  • NJ
  • NV
  • NY
  • OR
  • SD
  • TX
  • WA
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

james.klein@ubs.com
James Klein
555 California Street,San Francisco,CA,94104

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