Jason C Klinghoffer
Investment adviser representative at Maxq Asset Management LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$407.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Maxq Asset Management LLCJun 2025 to now
- Maxq Analytics LLCFeb 2022 to now
- Mischler Financial Group, Inc.Sep 2014 to now
- Rampart Asset Management LLCNov 2024 to Sep 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Maxq Asset Management LLC
$407.7MAssets managed
1Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5149417
- Firm CRD
- 336560