*2018-2023 Forbes Best-In- State Wealth Advisors Jimmy is a member of the Los Angeles Country Club, the Bel Air Bay Club, the Napa Valley Reserve, and resides in Pacific Palisades. He is a member of the inaugural class of Morgan Stanley Sports and Entertainment Directors. Jimmy was named to the 2018-2023 Forbes Magazine’s List of America’s Best-in-State Wealth Advisors, 2017-2023 Barron’s list of America’s Top 1,200 Financial Advisors, 2016 Financial Times Top 400 Advisors, and was #2 in the 2006 On Wall Street Top 40 advisors under 40. Jimmy joined Merrill Lynch’s Private Banking and Investment Group in 1995, where he worked for thirteen years before joining Morgan Stanley in 2008. After graduating from Loyola High School, Jimmy received his BA in Economics from Stanford University in 1994, while playing on the football and volleyball teams. ![]() Jimmy Klein, a Private Wealth Advisor, has worked in the investment management industry since 1995. Barron’s is a registered trademark of Dow Jones & Company, L.P. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. ![]() This ranking is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. ![]() Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022.
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