JK
JK

Jason Klinedinst

18 Years of Experience
Parsippany, NJ
Broker

Jason Klinedinst is a registered investment advisor, based in Parsippany, NJ, with 18 years of industry experience.

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason works as a Client Service Associate for Bleakley Financial Group, an RIA, since January 2025. This is a full-time position and is investment-related.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 3 mos
Onepoint Bfg Wealth Partners
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
November 2023 - April 2025 · 1 yr 5 mos
Ameriprise Financial Services, LLC
October 2019 - November 2023 · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2019 - November 2023 · 4 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - June 2019 · 2 yrs 3 mos
Morgan Stanley
June 2009 - December 2015 · 6 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2015 · 6 yrs 6 mos
Citigroup Global Markets INC.
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
September 2006 - April 2008 · 1 yr 7 mos
UBS Financial Services INC.
September 2006 - April 2008 · 1 yr 7 mos
State Registrations2 states
GANJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Klinedinst - Financial Advisor | TrueAdvisor