Jason Klein is a CFP, ChFC-designated registered investment advisor, based in Martinsville, NJ, with 17 years of industry experience.
Location
792 Chimney Rock Rd, St D, Martinsville, NJ, 08836
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an agent/broker for Allied Wealth Partners, selling fixed insurance products, dedicating a few hours per week. He also serves as treasurer for Temple Shalom Men's Club and owns rental property, both requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Schwab Capital Markets L.P.Broker
Mayer & Schweitzer, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations24 states
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