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Jackson J Klein

Sparta Wealth Partners

Charlotte, NC

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Current Employers
Sparta Wealth Partners

4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-30
  • NC RA
    APPROVED
    Since 2025-06-30

Branch Locations

4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • 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
OrganizationCityStateFromTo
Sparta Wealth Partners Charlotte NC 06/2025 Present
Halls Chophouse Columbia SC 02/2024 05/2025
Morgan Stanley Raleigh NC 06/2023 07/2023
United Community Bank Raleigh NC 05/2023 07/2023
Cola Wealth Advisers Columbia SC 01/2023 12/2023
Swim Club Management Group Raleigh NC 05/2019 09/2022
University Of South Carolina Columbia SC 08/2021 05/2025
N/A Raleigh NC 06/2015 05/2019
  • 06/2025 → Present
    Sparta Wealth Partners
    Charlotte, NC
  • 02/2024 → 05/2025
    Halls Chophouse
    Columbia, SC
  • 06/2023 → 07/2023
    Morgan Stanley
    Raleigh, NC
  • 05/2023 → 07/2023
    United Community Bank
    Raleigh, NC
  • 01/2023 → 12/2023
    Cola Wealth Advisers
    Columbia, SC
  • 05/2019 → 09/2022
    Swim Club Management Group
    Raleigh, NC
  • 08/2021 → 05/2025
    University Of South Carolina
    Columbia, SC
  • 06/2015 → 05/2019
    N/A
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-23
Other Names
  • Jackson Joshua Klein

View on SEC IAPD

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