AeroLeads people directory · profile
John J. Klein, Ppc Email & Phone Number
AVP Retirement Counselors
at
Fisher\SMB™
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP Retirement Counselors
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is John J. Klein, Ppc? Overview
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Quick answer
John J. Klein, Ppc is listed as AVP Retirement Counselors at Fisher\SMB™, a company with 118 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for John J. Klein, Ppc.
John J. Klein, Ppc previously worked as AVP Retirement Counselors at Fisher Retirement Solutions and Retirement Counselor AVP - 401(k) Solutions at Fisher Investments. John J. Klein, Ppc holds B.S., Business Administartion from Southern Illinois University, Carbondale.
Company email context
Email format at Fisher\SMB™
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*@fisherinvestments.com
68% confidence
AeroLeads found 1 current-domain work email signal for John J. Klein, Ppc. Compare company email patterns before reaching out.
Profile bio
About John J. Klein, Ppc
John J. Klein, Ppc is a AVP Retirement Counselors at Fisher\SMB™. He possess expertise in relationship management, retirement planning, adult education, public speaking, coaching.
Listed skills include Relationship Management, Retirement Planning, Adult Education, Public Speaking, and 1 others.
Current workplace
John J. Klein, Ppc's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher\Smb™
8 roles · 20 years
John J. Klein, Ppc work experience
A career timeline built from the work history available for this profile.
Avp Retirement Counselors
Current
Jul 2024 - Present
Retirement Counselor Avp - 401(K) Solutions
Sep 2023 - Aug 2024
Retirement Counselor Group Manager - 401(K) Solutions
May 2019 - Sep 2023
Retirement Counselor - 401(K) Solutions
Fisher Investments 401(k) Solutions provides high touch service and customized, innovative retirement plan services for small businesses and their employees
May 2016 - May 2019
Investment Counselor - Private Client Group
Founded in 1979, Fisher Investments is a global investment manager with locations in the United States, Europe, and Asia. The firm manages assets within its Institutional, Private Client, and 401(k) Solutions Groups. Fisher is proud to provide world class service to hundreds of large institutions, 401(k) plans, and 40,000+ high net worth individuals.
Jan 2013 - May 2016
Instructor
Financial Knowledge is the nation's only accredited (IACET) provider of conflict-free financial education for the workplace.Curriculum includes a menu of over 60 courses in the areas of investing, tax planning, retirement planning, real estate, college funding, and estate planning.
2008 - 2012
~4 yrs
Licensed Banker
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.Whether we are serving customers, helping small businesses, or.
2006 - 2008
~2 yrs
2 education records
John J. Klein, Ppc education
B.S., Business Administartion
Certificate Program, Financial Planning
FAQ
Frequently asked questions about John J. Klein, Ppc
Quick answers generated from the profile data available on this page.
What company does John J. Klein, Ppc work for?
John J. Klein, Ppc works for Fisher\SMB™.
What is John J. Klein, Ppc's role at Fisher\SMB™?
John J. Klein, Ppc is listed as AVP Retirement Counselors at Fisher\SMB™.
What is John J. Klein, Ppc's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for John J. Klein, Ppc at Fisher\SMB™.
Where is John J. Klein, Ppc based?
John J. Klein, Ppc is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fisher\SMB™.
What companies has John J. Klein, Ppc worked for?
John J. Klein, Ppc has worked for Fisher\Smb™, Fisher Retirement Solutions, Fisher Investments, Financial Knowledge, and Jpmorgan Chase & Co..
How can I contact John J. Klein, Ppc?
You can use AeroLeads to view verified contact signals for John J. Klein, Ppc at Fisher\SMB™, including work email, phone, and LinkedIn data when available.
What schools did John J. Klein, Ppc attend?
John J. Klein, Ppc holds B.S., Business Administartion from Southern Illinois University, Carbondale.
What skills is John J. Klein, Ppc known for?
John J. Klein, Ppc is listed with skills including Relationship Management, Retirement Planning, Adult Education, Public Speaking, and Coaching.
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