Fortis Lux Financial
Jason Klein, CFP, has extensive experience in financial planning, currently serving as a Financial Planner at Fortis Lux Financial since July 2016. Klein is licensed to sell insurance in multiple states and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Previous roles include Financial Professional at Hudson Wealth Advisors (2007-2016), Financial Planning Director at Cowan Financial Group (2003-2007), and Financial Planning Support at Merrill Lynch (1999-2003). Klein holds a Bachelor of Science in Political Science and Economics from Rutgers University, earned between 1994 and 1998, and is a graduate of Valley Stream Central High School (1991-1994).
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.