Jason Klein

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.