Jason S. Klein CFP®, ChFC, CLU
Bachelor of Science in Finance,
Stern School of Business,
New York University
Professional Registrations and Licenses:
FINRA Series 7 & 66 Registrations
Life, Health, and Accident Insurance Licenses
Jason S. Klein, CFP®, ChFC is the Director of Medical Services and a financial advisor at Allied Wealth Partners. 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. This includes retirement planning, risk mitigation through life and disability protection, investment advisory, and debt management. Jason also works with Medical and Dental practices with retirement plans and benefit packages.
Jason is a speaker and financial educator to the medical community. He has lectured at medical schools, residencies and hospitals throughout the country.
In addition to Jason’s concentration in the medical market, he advises professionals with all aspects of financial planning and protection.
Prior to joining Allied Wealth Partners, Jason Klein began his career on Wall Street working as an Institutional Trader for Charles Schwab & Co. 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.
Founded in 1966, Allied Wealth Partners mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of December 2018, we assist clients with over $3.4 billion of assets and have over $4.5 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.
Jason Klein is a registered representative and investment advisor representative of Securian Financial Services, Inc.