Jason Klein
Investment adviser representative at Park Shore Partners LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$109.9MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Park Shore Partners LLCAug 2023 to now
- Hbks Wealth AdvisorsJul 2022 to now
- Jkmilne Asset ManagementSep 2018 to Jul 2022
- Fnb CorporationMar 2014 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Park Shore Partners LLC
$109.9MAssets managed
5Clients
7Advisers
18 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
- 7293663
- Firm CRD
- 145265