Jason Klein

An Ameriprise Platinum Financial Services® Practice
Jason Klein
Senior Financial Advisor

(269) 321-5002
8175 Creekside Dr
Ste 226
Portage, MI 49024


jason.m.klein@ampf.com

Contact Information


(269) 321-5002
8175 Creekside Dr
Ste 226
Portage, MI 49024

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JASON M. KLEIN & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/jason.m.klein

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Interests

  • Enjoy spending time with family and friends
  • Traveling to new places
  • Football fan
  • Fine wine enthusiast

Community Participation

Volunteer organizer Red Cross Blood drive and Volunteer for the O'leary foundation


License information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct certain business in NC, AK, CA, KY, MN, OH, OK, PA, ME, AZ, FL, NM, TX

CA Insurance #OE52153

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

AREAS OF FOCUS
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education

See our story
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