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Jason Klein Email
Director, Medical Division / Financial Advisor . Allied Wealth Partners
Parsippany, NJ
Locationj*****@alliedwealthpartners.com
Primary EmailHow to contact Jason Klein
Join and see Jason's contact info for free!Current Roles
Employees:
122Revenue:
$25.6MAbout
Founded in 1966, Allied Wealth Partner’s mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan and Connecticut areas. As of December 2019, we assist clients with over $4.2 billion of assets and have over $5.4 billion of Life, Disability and Long-Term Care Insurance coverage in force for our clients.\n\nAllied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United StatesAllied Wealth Partners Address
14 Walsh DriveParsippany, NJ
United States