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Jason Paul Kliewer

Solomon Partners Securities, LLC

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About Jason Paul Kliewer

Jason Paul Kliewer is a securities professional with over 15 years of experience in the industry. Jason has a broad range of experience, having worked previously at Robert W. Baird & Co. Incorporated, and now at Solomon Partners Securities, LLC. Jason has passed a variety of examinations including Series 63, Series 79TO, SIE, and Series 7. Jason is currently registered in both Florida and New York.

Firm Information

Jason Kliewer is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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.

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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Jason Kliewer’s Registration & Firm History

NY

06/24/2024 - Present

Solomon Partners Securities, LLC (NEW YORK NY)

FL

11/04/2008 - 06/21/2024

ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)

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Licenses & Designations

BC

Issued 12/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Kliewer.
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