Jason Klein is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with HBKS WEALTH ADVISORS, PARK SHORE PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PARK SHORE PARTNERS LLC | 2023-08-17 | present | Yes |
| HBKS WEALTH ADVISORS | 2022-07-18 | present | Yes |
| JKMILNE ASSET MANAGEMENT | 2020-09-15 | 2022-10-24 | — |