Jason Klein
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCFeb 2025 to now
- JPMorgan Chase Bank, N.A.Feb 2025 to now
- Farther Finance Advisors/wealthfactorJul 2024 to Dec 2024
- UnemployedApr 2024 to Jun 2024
- Symmetry Wealth Advisory GroupFeb 2024 to Mar 2024
- Ferris Lane LLCNov 2023 to Aug 2025
- Bank of America, N.A.Jun 2021 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Feb 2024
- CitibankJun 2017 to May 2021
- HSBCApr 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn 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
- 5190157
- Firm CRD
- 79