JK
CFA
JK
CFA

Jason Klein

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

200 Pinewood Ln, Suite 204, Warrendale, PA, 15086

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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 is the Director of Fixed Income at HBKS Wealth Advisors and a Portfolio Manager at Park Shore Partners, both RIAs. Both roles are investment-related and take up a full-time commitment each.

Employment History
Current Registrations
Park Shore Partners LLC
August 2023 - Present · 2 yrs 6 mos
Hbks Wealth Advisors
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Jkmilne Asset Management
September 2020 - October 2022 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.