Jason Klein is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2025-03-25 | present | Yes |
| FARTHER FINANCE ADVISORS, LLC | 2024-08-08 | 2024-12-13 | — |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 2024-02-23 | 2024-03-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-06-07 | 2024-02-28 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2017-06-26 | 2021-06-01 | — |
| HSBC SECURITIES (USA) INC. | 2015-07-21 | 2017-06-26 | — |
| CHARLES SCHWAB & CO., INC. | 2009-01-23 | 2012-12-31 | — |