PJ
Phillip James Kleiber
CRD 7250209
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| First Pitch Financial Planning And Tax Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
First Pitch Financial Planning And Tax Llc
Chief Executive Officer And Cco · 75% or more · Nov 2020
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗