Jonathan Kline
Lakewood Financial Group · Tafton, Pennsylvania
Jonathan Kline is a fee-only financial advisor at Lakewood Financial Group in Tafton, Pennsylvania. Jonathan focuses on founders (pre-exit), equity compensation and family wealth transfer. Lakewood Financial Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Multi-generational families
Facts
| Firm | Lakewood Financial Group |
|---|---|
| Based in | Tafton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $90.6M across 131 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5769339 |
| Exams passed | Series 63 (2010) · Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lakewoodfg.com |
| Profile |
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Questions about Jonathan
Is Jonathan Kline a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Lakewood Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Lakewood Financial Group, reports charging a percentage of assets on its SEC Form ADV.
How much does Jonathan charge?
According to Lakewood Financial Group's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Jonathan Kline based?
Jonathan Kline is based in Tafton, Pennsylvania.
What does Jonathan specialize in?
Jonathan's specialties include founders (pre-exit), equity compensation and family wealth transfer. Jonathan works with founders, high earners and multi-generational families.
Is Jonathan Kline registered with the SEC?
Yes. Jonathan Kline is registered as an investment adviser representative in PA (CRD 5769339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lakewood Financial Group manage?
Lakewood Financial Group reports $90.6M across 131 accounts in assets under management.
How do I contact Jonathan Kline?
Through Jonathan's website, www.lakewoodfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lakewood Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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