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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Klein is an investment advisor representative with Farther Finance Advisors. Jason has been in the industry since 2006 and has experience working with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Jason is registered to provide investment advice in Florida. Jason has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., HSBC Securities (USA) Inc., Charles Schwab & Co., Inc., and McLaughlin, Piven, Vogel Securities, Inc.. Jason holds the Series 63, 65, 66, and 7 licenses. Jason offers financial planning, portfolio management for individuals, pension consulting, and publication of periodicals services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/08/2024 - Present
Farther (Boynton Beach FL)
CT
06/07/2021 - 02/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW CANAAN CT)
CT
06/23/2017 - 06/01/2021
CITIGROUP GLOBAL MARKETS INC. (DARIEN CT)
NY
05/18/2015 - 06/26/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
06/13/2007 - 05/08/2015
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
09/06/2006 - 02/27/2007
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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