# Jason Klein

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PARK SHORE PARTNERS LLC](https://search.stillhousedata.com/firm/145265) | 2023-08-17 | present | Yes |
| [HBKS WEALTH ADVISORS](https://search.stillhousedata.com/firm/112139) | 2022-07-18 | present | Yes |
| [JKMILNE ASSET MANAGEMENT](https://search.stillhousedata.com/firm/132313) | 2020-09-15 | 2022-10-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7293663)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7293663.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.