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Jason Kleinschmidt Email & Phone Number

Wealth Management Analyst at Fairman Financial | CFA Level 1 Passed | La Salle University ('23) at Fairman Financial
Location: Havertown, Pennsylvania, United States 6 work roles 1 school
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Current company
Fairman Financial
Role
Wealth Management Analyst at Fairman Financial | CFA Level 1 Passed | La Salle University ('23)
Location
Havertown, Pennsylvania, United States

Who is Jason Kleinschmidt? Overview

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Jason Kleinschmidt is listed as Wealth Management Analyst at Fairman Financial | CFA Level 1 Passed | La Salle University ('23) at Fairman Financial, based in Havertown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jason Kleinschmidt.

Jason Kleinschmidt previously worked as Wealth Management Analyst at Fairman Financial and Wealth Management Analyst at Fairman Financial. Jason Kleinschmidt holds Bachelor Of Science - Bs, Finance - Investment/Sport Management from La Salle University.

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Email format at Fairman Financial

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Fairman Financial

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Profile bio

About Jason Kleinschmidt

I am currently working at Fairman Financial as a Wealth Management Analyst in the Investment Advisory Services unit. I handle many of our day-to-day operations tasks and work closely alongside our advisor team to prepare client materials. In addition, I work with our Portfolio Strategy Group to enhance business operations, discuss our investment strategy, and learn how to rebalance client investment portfolios.

Current workplace

Jason Kleinschmidt's current company

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Fairman Financial
Fairman Financial
Wealth Management Analyst at Fairman Financial | CFA Level 1 Passed | La Salle University ('23)
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6 roles

Jason Kleinschmidt work experience

A career timeline built from the work history available for this profile.

Wealth Management Analyst

Current
Fairman Financial

Chesterbrook, PA, US

In late November of 2023, I began my first full time role at Fairman Financial as a Wealth Management Analyst. My role falls within the Investment Advisory Services (IAS) cabinet in which I work with clients' investment data and their portfolio's asset allocation. Working at Fairman Group has so far been a great experience and I am looking forward to.

Nov 2023 - Present

Wealth Management Analyst

Current
Fairman Financial

Chesterbrook, PA, US

Nov 2023 - Present

Investment Data Analyst Intern

Safeguard Asset Management

Chalfont, PA, US

  • My time at SafeGuard Asset Management was extremely rewarding as I was able to gain hands-on experience from all areas of the business. I worked closely with the top executives of the company and completed various.
  • Reported directly to the Chief Executive Officero Met regularly with CEO regarding company direction and future planningo Provided solutions to help manage operations
  • Built and maintained Excel database of mutual fund performance attribution utilizing data from IASG Alternatives, HedgeFacts, and the fund administrator; presented results to the CEO and Chief Investment Officer
  • Attended sales strategy meetings with registered representatives of broker/dealer
  • Observed sales presentations to high net-worth prospective investors
  • Contributed to marketing and advertising projects with the Chief Marketing Officer
May 2023 - Aug 2023

Warehouse Employee

Factory Motor Parts

Eagan, Minnesota, US

- Efficiently gathered customer orders and organized them for shipment

Jan 2023 - May 2023

Lawn Manager, Bookkeeper, Landscaper

Moore'S Landscaping
  • Responsible for exceptional lawn care and customer service
  • Maintained firm’s billing and accounts receivable
Apr 2020 - Jan 2023
1 education record

Jason Kleinschmidt education

  • La Salle University
    La Salle University
    Finance - Investment/Sport Management
FAQ

Frequently asked questions about Jason Kleinschmidt

Quick answers generated from the profile data available on this page.

What company does Jason Kleinschmidt work for?

Jason Kleinschmidt works for Fairman Financial.

What is Jason Kleinschmidt's role at Fairman Financial?

Jason Kleinschmidt is listed as Wealth Management Analyst at Fairman Financial | CFA Level 1 Passed | La Salle University ('23) at Fairman Financial.

Where is Jason Kleinschmidt based?

Jason Kleinschmidt is based in Havertown, Pennsylvania, United States while working with Fairman Financial.

What companies has Jason Kleinschmidt worked for?

Jason Kleinschmidt has worked for Fairman Financial, Safeguard Asset Management, Factory Motor Parts, Moore'S Landscaping, and Haverford Township Community Recreation & Environmental Center.

How can I contact Jason Kleinschmidt?

You can use AeroLeads to view verified contact signals for Jason Kleinschmidt at Fairman Financial, including work email, phone, and LinkedIn data when available.

What schools did Jason Kleinschmidt attend?

Jason Kleinschmidt holds Bachelor Of Science - Bs, Finance - Investment/Sport Management from La Salle University.

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