Jason S. Klein, CFP®, ChFC

Director of Medical Services, Financial Advisor

Jason Klein has built his practice focused on building long lasting relationships.  As the Director of Medical Services, Jason specializes in the creation of financial strategies designed specifically for the unique financial needs of physicians, medical professionals and their families.  Jason’s passion for working with the Medical community stems from being raised with many relatives who work as partners in medical practices.  These relationships have allowed Jason to gain a true understanding of how the financial complexities of managing a medical practice are balanced with a client’s personal goals.  Growing up with a father who is a private practice Psychologist and a mother who served as his office manager for over 40 years, Jason understands how challenging the work life balance can be for members of the medical community. 

Prior to joining Allied Wealth Partners, Jason Klein began his career on Wall Street working as an Institutional Trader for Charles Schwab & Co.   He is a proud alumni of New York University’s Stern School of Business.

Jason Klein resides in New Jersey with his wife, Allison and their son, Simon and daughter Betsy. In his leisure, Jason enjoys traveling, hiking, numerous sports, and spending quality time with friends and family. 

Jason also enjoys cleaning up the garbage that his dog, Josie pulled out of the can.

Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is dedicated to providing quality resources and excellent client service.

Contact Information:
Jason S. Klein, CFP® Allied Wealth Partners
14 Walsh Drive, Suite 100
Parsippany NJ 07054
D: 973-265-1292
F: 973-299-9227
E: jklein@alliedwealthpartners.com
W: www.AlliedWealthPartners.com

 

 

 

Jason Klein is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.Tracking #: 1626188 DOFU 11/2016