Jason Klein

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).