Jason Klein
![]() | Senior Financial Advisor |
(269) 321-5002
8175 Creekside Dr
Ste 226
Portage, MI 49024
A financial advisory practice of Ameriprise Financial Services, Inc.
My Philosophy
I possess the experience and qualifications to help you reach your financial goals.
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 foundationLicense 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.
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education


