Jason Klein, Cfp®, Chfc®, Clu®
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Jason Klein, Cfp®, Chfc®, Clu® Email & Phone Number

Director, Medical Division and Financial Advisor at Allied Wealth Partners
Location: Parsippany, New Jersey, United States 2 work roles 2 schools
1 work email found @alliedwealthpartners.com 9 phones found area 410, 305, 561, 973, and 201 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email j****@alliedwealthpartners.com
Direct phone (410) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Allied Wealth Partners
Role
Director, Medical Division and Financial Advisor
Location
Parsippany, New Jersey, United States
Company size
106 employees

Who is Jason Klein, Cfp®, Chfc®, Clu®? Overview

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Quick answer

Jason Klein, Cfp®, Chfc®, Clu® is listed as Director, Medical Division and Financial Advisor at Allied Wealth Partners, a with 106 employees, based in Parsippany, New Jersey, United States. AeroLeads shows a work email signal at alliedwealthpartners.com, phone signal with area code 410, 305, 561, 973, 201, and a matched LinkedIn profile for Jason Klein, Cfp®, Chfc®, Clu®.

Jason Klein, Cfp®, Chfc®, Clu® previously worked as Director, Medical Division / Financial Advisor at Allied Wealth Partners. Jason Klein, Cfp®, Chfc®, Clu® holds Bs, Finance from Nyu Stern School Of Business.

Company email context

Email format at Allied Wealth Partners

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*@alliedwealthpartners.com
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AeroLeads found 1 current-domain work email signal for Jason Klein, Cfp®, Chfc®, Clu®. Compare company email patterns before reaching out.

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Profile bio

About Jason Klein, Cfp®, Chfc®, Clu®

As the Director of Medical Services, Jason specializes in the creation of financial strategies designed specifically for the unique financial needs of physicians, medical professionals and their families. This includes retirement planning, risk mitigation through life and disability protection, investment advisory, and debt management. Jason also works with Medical and Dental practices with retirement plans and benefit packages.Jason is a regular speaker and financial educator to the medical community. He has lectured at medical schools, residencies and hospitals throughout the country. In addition to Jason's concentration in the medical market, he advises professionals in many fields with all aspects of financial planning and protection.Jason Klein resides in New Jersey with his wife, Allison and their son, Simon and daughter Betsy. In his leisure, Jason enjoys traveling, hiking, numerous sports, and spending quality time with friends and family. Specialties: Wealth Management /Financial Advisor, Life, Medical, & Disability InsuranceJason Klein is a registered representative and investment advisor representative. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. 14 Walsh Drive, Suite 100, Parsippany, NJ 07054 www.alliedwealthpartners.com

Listed skills include Disability Insurance, Wealth Management, Financial Planning, Investments, and 22 others.

Current workplace

Jason Klein, Cfp®, Chfc®, Clu®'s current company

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Allied Wealth Partners
Allied Wealth Partners
Director, Medical Division and Financial Advisor
Parsippany-Troy Hills, NJ, US
Website
alliedwealthpartners.com
Employees
106
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Company profile
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2 roles

Jason Klein, Cfp®, Chfc®, Clu® work experience

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

Director, Medical Division / Financial Advisor

Current
Allied Wealth Partners

Parsippany

Updated Firm Highlights Verbiage:Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of December 2021, we assist clients with over $5.8 billion of assets and have over $6.7 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.Jason Klein is a registered representative and investment advisor representative. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. 14 Walsh Drive, Suite 100, Parsippany, NJ 07054 www.alliedwealthpartners.com*Formerly Langdon Ford Financial

Jan 2011 - Present
Team & coworkers

Colleagues at Allied Wealth Partners

Other employees you can reach at alliedwealthpartners.com. View company contacts for 106 employees →

MP Maria Padovano Maria Padovano Colleague at Allied Wealth PartnersUnited States View → GL Gary Lynch Gary Lynch Colleague at Allied Wealth PartnersParsippany, New Jersey, United States View → RM Regan Marla Regan Marla Colleague at Allied Wealth PartnersRoseland, New Jersey, United States View → EP Earl Pedersen Earl Pedersen Colleague at Allied Wealth PartnersMountain Lakes, New Jersey, United States View → EM Evelyn Mugno Evelyn Mugno Colleague at Allied Wealth PartnersGreater Wilmington Area, United States View → RO Ryan O'Keefe Ryan O'Keefe Colleague at Allied Wealth PartnersManasquan, New Jersey, United States View → RQ Rick Quense Jr., Mba Rick Quense Jr., Mba Colleague at Allied Wealth PartnersBelmar, New Jersey, United States View → JF John Farquhar Cltc John Farquhar Cltc Colleague at Allied Wealth PartnersMorristown, New Jersey, United States View → KT Kyle T. Kaiser Kyle T. Kaiser Colleague at Allied Wealth PartnersNew York City Metropolitan Area, United States View → GS Gerri Shapiro Gerri Shapiro Colleague at Allied Wealth PartnersUniondale, New York, United States View →
2 education records

Jason Klein, Cfp®, Chfc®, Clu® education

FAQ

Frequently asked questions about Jason Klein, Cfp®, Chfc®, Clu®

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

What company does Jason Klein, Cfp®, Chfc®, Clu® work for?

Jason Klein, Cfp®, Chfc®, Clu® works for Allied Wealth Partners.

What is Jason Klein, Cfp®, Chfc®, Clu®'s role at Allied Wealth Partners?

Jason Klein, Cfp®, Chfc®, Clu® is listed as Director, Medical Division and Financial Advisor at Allied Wealth Partners.

What is Jason Klein, Cfp®, Chfc®, Clu®'s email address?

AeroLeads has found 1 work email signal at @alliedwealthpartners.com for Jason Klein, Cfp®, Chfc®, Clu® at Allied Wealth Partners.

What is Jason Klein, Cfp®, Chfc®, Clu®'s phone number?

AeroLeads has found 9 phone signal(s) with area code 410, 305, 561, 973, 201 for Jason Klein, Cfp®, Chfc®, Clu® at Allied Wealth Partners.

Where is Jason Klein, Cfp®, Chfc®, Clu® based?

Jason Klein, Cfp®, Chfc®, Clu® is based in Parsippany, New Jersey, United States while working with Allied Wealth Partners.

What companies has Jason Klein, Cfp®, Chfc®, Clu® worked for?

Jason Klein, Cfp®, Chfc®, Clu® has worked for Allied Wealth Partners.

Who are Jason Klein, Cfp®, Chfc®, Clu®'s colleagues at Allied Wealth Partners?

Jason Klein, Cfp®, Chfc®, Clu®'s colleagues at Allied Wealth Partners include Maria Padovano, Gary Lynch, Regan Marla, Earl Pedersen, and Evelyn Mugno.

How can I contact Jason Klein, Cfp®, Chfc®, Clu®?

You can use AeroLeads to view verified contact signals for Jason Klein, Cfp®, Chfc®, Clu® at Allied Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jason Klein, Cfp®, Chfc®, Clu® attend?

Jason Klein, Cfp®, Chfc®, Clu® holds Bs, Finance from Nyu Stern School Of Business.

What skills is Jason Klein, Cfp®, Chfc®, Clu® known for?

Jason Klein, Cfp®, Chfc®, Clu® is listed with skills including Disability Insurance, Wealth Management, Financial Planning, Investments, Insurance, Estate Planning, Succession Planning, and Securities.

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