Adviser and broker representative · Equity Services, Inc.
Jeffrey Klatzko
CRD 5003877 · Boca Raton, FL
At a glance
Jeffrey Klatzko is an investment adviser representative with Equity Services, Inc. in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2007, about 19 years ago. Jeffrey is also registered as a broker representative.
Current advisory firm
- Equity Services, Inc.Since January 2026Boca Raton, FL · $2.8B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Equity Services, Inc.
- Paul J. AbbottBoca Raton
- Vincent J. AimettiBoca Raton · Chartered Financial Consultant
- Michael A. GrecoBoca Raton
- Paul W. HarveyBoca Raton
- Curtis James Jr.Boca Raton
- Paul M. JanitelliBoca Raton
- Robert J. LiebmanBoca Raton
- Bert H. LivingstonBoca Raton
Every advisor at Equity Services, Inc. →Equity Services, Inc.: assets, clients and custodians →Financial advisors in Boca Raton, FL →Every Equity Services, Inc. advisor in Boca Raton →Advisor Moves: who changed firms this week →