Jeffrey Kleintop
Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Chartered Financial Analyst (CFA®)

About Jeffrey Kleintop

Jeffrey Kleintop, CFA, is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Jeffrey provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street JournalThe New York TimesBarron’s, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today’s Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA).

Get Jeffrey’s perspective

How a Risk Reversal Options Strategy Works January 10, 2024 1:00 PM   |  

Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.

4 min read  |  Options Trading Basics
Zeroing In on 0DTE Options Trading? Learn the Basics December 21, 2023 11:09 AM   |  

Explore the popularity of 0DTE options trading. With increased volume comes tighter spreads but beware of market volatility. Learn about the potential risks and rewards.

5 min read  |  Options Trading Basics
How Well Do You Know Market Cap? November 20, 2023 1:01 PM   |  

Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

6 min read  |  Investment Strategies
Ichimoku Cloud: Learning to Trade the Trend September 25, 2023 1:24 PM   |  

Ichimoku cloud charts offer a holistic trend analysis tool for investors to investigate multiple unique support and resistance levels, all from a single study.

5 min read  |  Trading Strategies
Use the Sortino Ratio to Gauge Downside Risk in Your Portfolio August 30, 2023 12:41 PM   |  

Learn the calculation process for the Sortino ratio formula and discover new skills to evaluate downside volatility and potential losses in your portfolio.

5 min read  |  Portfolio Strategy
Want to Check Out a Fund—or a Fund Manager? The Information Ratio Offers a Close-Up on Performance Over Time July 19, 2023 10:26 AM   |  

What is the Information ratio? The Information ratio (IR) measures the risk-adjusted returns of a particular asset or portfolio against a benchmark. Learn more.

3 min read  |  Investing
Looking Beyond Returns: Using the Sharpe Ratio to Gauge Risk June 29, 2023 10:03 AM   |  

Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

5 min read  |  Investing

Do Not Sell or Share My Personal Information

Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.

Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

adChoicesAdChoices

Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. © 2024 Charles Schwab & Co. Inc. All rights reserved.

Scroll to Top