Jason Klein

Current Employers

Park Shore Partners Llc

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-08-17

PA RA
APPROVED

Since 2023-08-17

Branch Locations

200 Pinewood Ln Suite 204, Warrendale, PA 15086 • United States

Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-07-18

PA RA
APPROVED

Since 2022-07-18

Branch Locations

200 Pinewood Ln Suite 204, Warrendale, PA 15086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fnb Corporation	Pittsburgh	PA	03/2014	08/2018
Jkmilne Asset Management	Ft. Myers	FL	09/2018	07/2022
Hbks Wealth Advisors	Warrendale	PA	07/2022	Present
Park Shore Partners	Warrendale	PA	08/2023	Present

03/2014 → 08/2018

Fnb Corporation

Pittsburgh, PA
09/2018 → 07/2022

Jkmilne Asset Management

Ft. Myers, FL
07/2022 → Present

Hbks Wealth Advisors

Warrendale, PA
08/2023 → Present

Park Shore Partners

Warrendale, PA

Previous Registrations

2020-09-15 → 2022-10-24

Jkmilne Asset Management

Pittsburgh, PA

Key West, FL

Other Businesses

1) HBKS Wealth Advisors. Investment Related. 200 Pinewood Ln, Suite 204, Warrendale, PA 15086. RIA. Director of Fixed Income. 07/2022. 160 hrs month/during trading hrs. 2) Park Shore Partners. Investment Related. 200 Pinewood Ln, Suite 204, Warrendale, PA 15086. RIA. Portfolio Manager. 07/2022. 160 hrs month/during trading hrs.