Team

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Team

Jonathan Klem, J.D.

Senior Vice President & Manager of Estate Administration
Direct: 816-751-1461
Email: jklem@countryclubtrust.com

Jonathan Klem

Jonathan Klem is a Senior Vice President and Manager of Estate Administration for Country Club Trust Company. He serves as a Trust Administrative Officer and Team Leader. Jonathan focuses on the administration of estates and conservatorships including when Country Club Trust is appointed as fiduciary by the Courts of Jackson County, Missouri and Johnson County, Kansas and other jurisdictions. Jonathan also works with a number of personal trust and institutional investment management clients.

Jonathan joined the Country Club Bank organization in 2007, and has over 25 years of financial services experience, including positions with U.S. Bank, Bank One (now JP Morgan Chase) in Chicago and AnchorBank (now Old National Bank) in Madison, Wisconsin. His financial experience also includes working for DST Systems (now SS&C) in Kansas City and the Internal Revenue Service.

Jonathan is a director of Mid-America Charitable Gift Planners having served as its President, Treasurer, and Chair of its Building Blocks Planned Giving Conference. Jonathan is an alumnus of the Civic Council’s Kansas City Tomorrow program and was named by Ingram’s Magazine as a member of the “40 Under Forty” Class of 2011.

He is a member of the Kansas City Estate Planning Society, serving on its Board, and the Kansas City Metropolitan Bar Association.

Jonathan holds both an undergraduate and law degree from the University of Wisconsin - Madison.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • Are not insured by the FDIC or any other federal government agency
  • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer