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
Awards & Recognition:
Million Dollar Round Table (2014, 2015)
Court of the Table (2014, 2015)
2014 Allied Wealth Partners
New Advisor of the Year
Securian Excellence in Performance Award (2013, 2014)
Jason S. Klein, CFP®, ChFC, CLU 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 regular 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.
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.
Jason is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
*formerly Langdon Ford Financial
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.