John J. Klein, PPC, currently serves as the AVP of Retirement Counselors at Fisher\SMB™, where they focus on providing specialized retirement plan solutions. Prior to this role, they held multiple positions at Fisher Investments, including Retirement Counselor AVP within 401(k) Solutions, and worked as a Licensed Banker at JPMorgan Chase & Co. from 2006 to 2008. Klein also contributed to financial education as an Instructor with Financial Knowledge from 2008 to 2012. They earned a B.S. in Business Administration from Southern Illinois University, Carbondale, between 1999 and 2003.
Location
Dallas, United States
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