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RIA / WealthAdvisor23 years in industry

JEANNETTE LEIGH KLEEMAN GRABE

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be1c6451-d75f-d9c5-565a-ac52248ead6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PATHSTONE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Dec 18, 2002
First registration: Apr 3, 2003
Dual registered: no
Other names: JEANNETTE LEIGH KLEEMAN|JEANNETTE LEIGH KLEEMAN
IAPD individual key: 4579659

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	Oct 24, 2023	n/a	yes	ENGLEWOOD, NJ\|NEWTOWN SQUARE, PA	Current employment
VERITABLE LP	Former SEC adviser	Apr 17, 2014	Sep 18, 2023	no	NEWTOWN SQUARE, PA	Previous registration
SEI INVESTMENTS MANAGEMENT CORP	Mixed wealth	Jan 4, 2006	Jun 7, 2007	no	OAKS, PA	Previous registration
SEI INVESTMENTS MANAGEMENT CORPORATION II	n/a	Apr 3, 2003	Dec 31, 2005	no	OAKS, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERITABLE LP	Pathstone	Sep 18, 2023	Oct 24, 2023	36	Firm change	RIA to RIA
SEI INVESTMENTS MANAGEMENT CORP	VERITABLE LP	Jun 7, 2007	Apr 17, 2014	2,506	Firm change after gap	Other
SEI INVESTMENTS MANAGEMENT CORPORATION II	SEI INVESTMENTS MANAGEMENT CORP	Dec 31, 2005	Jan 4, 2006	4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
130758:151736:PA:2023-09-18	Sep 18, 2023	Oct 24, 2023	NEWTOWN SQUARE, PA	Firm change

Relationships

Registered with (4)

→ PATHSTONERegistered adviserregistration: current employment
Oct 24, 2023 to presentfactForm ADV
→ VERITABLE LPRegistered adviserregistration: previous registration
Apr 17, 2014 to Sep 18, 2023factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPRegistered adviserregistration: previous registration
Jan 4, 2006 to Jun 7, 2007factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPORATION IIRegistered adviserregistration: previous registration
Apr 3, 2003 to Dec 31, 2005factForm ADV

Dated events

Occurred
Sep 18, 2023
Advisor changed firm
Jeannette Leigh Kleeman Grabe left Veritable Lp for Pathstone (registered 2023-10-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be1c6451-d75f-d9c5-565a-ac52248ead6e
First observed: Apr 3, 2003
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEANNETTE LEIGH KLEEMAN GRABE

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be1c6451-d75f-d9c5-565a-ac52248ead6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Oct 24, 2023

n/a

yes

ENGLEWOOD, NJ|NEWTOWN SQUARE, PA

Current employment

VERITABLE LP

Former SEC adviser

Apr 17, 2014

Sep 18, 2023

NEWTOWN SQUARE, PA

Previous registration

SEI INVESTMENTS MANAGEMENT CORP

Mixed wealth

Jan 4, 2006

Jun 7, 2007

OAKS, PA

Previous registration

SEI INVESTMENTS MANAGEMENT CORPORATION II

n/a

Apr 3, 2003

Dec 31, 2005

OAKS, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VERITABLE LP

Pathstone

Sep 18, 2023

Oct 24, 2023

Firm change

RIA to RIA

SEI INVESTMENTS MANAGEMENT CORP

VERITABLE LP

Jun 7, 2007

Apr 17, 2014

2,506

Firm change after gap

Other

SEI INVESTMENTS MANAGEMENT CORPORATION II

SEI INVESTMENTS MANAGEMENT CORP

Dec 31, 2005

Jan 4, 2006

Firm change

Other

Team

Left

Joined

From

Kind

130758:151736:PA:2023-09-18

Sep 18, 2023

Oct 24, 2023

NEWTOWN SQUARE, PA

Firm change