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Jason Douglas Kloos

Colliers Securities LLC

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About Jason Douglas Kloos

Jason Kloos is a financial advisor who is currently registered with Colliers Securities LLC. Jason is also a registered representative with FINRA. Jason has been working in the financial industry since 1996 and has been with Colliers Securities LLC since 2001. Jason is a graduate of the University of Minnesota and holds a Series 7, Series 50, Series 52TO, and Series 63 license. Jason is also a registered representative in Minnesota.

Firm Information

Jason Kloos is currently registered with Colliers Securities LLC. Colliers Securities LLC is a Limited Liability Company formed in 1997 and headquartered in Minneapolis, Minnesota. The firm provides a wide range of advisory services, including portfolio management for individuals and selection of other advisers. With over 84 registered representatives, Colliers Securities manages approximately $262,622,768 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm participates in wrap fee programs and is registered with the SEC and in all 50 states plus the District of Columbia and Puerto Rico.
Colliers Securities LLC

90 SOUTH SEVENTH STREET

MINNEAPOLIS, MN 55402-4108

$262.62M

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Kloos’s Registration & Firm History

MN

06/01/2001 - Present

Colliers Securities LLC (MINNEAPOLIS MN)

MN

06/08/1999 - 06/30/1999

DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)

MN

07/19/1996 - 06/08/1999

MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)

MN

06/11/1996 - 07/16/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/11/1996 - 07/16/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 06/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Douglas Kloos.
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