Jason Thomas Kleinschmidt
Investment adviser representative at The Fairman Group, LLC
11 yearsExperience
1 stateRegistered in
$902.1MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Fairman Group, LLCNov 2023 to now
- Moore's LandscapingSep 2023 to Nov 2023
- Safeguard Asset ManagementMay 2023 to Sep 2023
- Factory Motor PartsJan 2023 to May 2023
- Moore's LandscapingApr 2020 to Jan 2023
- Lasalle UniversityAug 2019 to May 2023
- Haverford TownshipJun 2017 to Aug 2019
- Anthony's Restaurant At Paxon Hollow Country ClubOct 2016 to Aug 2018
- Haverford Senior High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Fairman Group, LLC
$902.1MAssets managed
142Clients
16Advisers
24 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
- 7617113
- Firm CRD
- 121492