Allied Wealth Partners
Jason Klein, CFP®, ChFC®, CLU® is a seasoned financial professional currently serving as the Director of the Medical Division and Financial Advisor at Allied Wealth Partners since January 2011. With a rich background in various leadership roles, Jason previously held the position of President and COO at A & E, where responsibilities included overseeing all business operations and strategy. Prior experience includes serving as Director and VP at Timber Ridge Inc., and working as an Institutional Trader at Charles Schwab, focusing on trade execution for institutional clients. Jason holds a Bachelor of Science degree in Finance from NYU Stern School of Business, obtained between 1994 and 1998.
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Allied Wealth Partners
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.