Jason Scott Klein

Current Employers

Employment History

• 01/2011 → 08/2023
  Minneosta Life Insurance Co
  St. Paul, MN
• 01/2011 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 06/2014 → Present
  Allied Wealth Partners
  Parsippany, NJ
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Parsippany, NJ
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-03-16 → 2023-08-10
  Securian Financial Services, Inc.
  Parsippany, NJ
  Martinsville, NJ
  St. Paul, MN

Other Businesses

1. ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2012 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker; 2. NAME OF OTHER BUSINESS: TEMPLE SHALOM MEN'S CLUB; INVESTMENT RELATED: NO; ADDRESS: 594 N BRIDGE ST, BRIDGEWATER, NJ 08807; NATURE OF BUSINESS: MEN'S CLUB; START DATE: 8/2021; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP OVERSEE FINANCES OF MEN'S CLUB; 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 605 S ROSE ST, BALTIMORE, MD 21224; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 10/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT OUT THE PROPERTY TO TENANT; 4. NAME OF OTHER BUSINESS: JASON S KLEIN FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR FEES; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: ENTITY USED TO RECEIVE COMPENSATION;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-28

Designations