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Jason Michael Klein

RED IRON GROUP MANAGEMENT, LLC·MENLO PARK, California
Clean recordRED IRON GROUP MANAGEMENT, LLC
2440 SAND HILL RD, MENLO PARK, CA 94025CRD# 3058458Firm CRD# 317920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Michael Klein · MENLO PARK, CA
Registration
CRD #3058458 · RED IRON GROUP MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Michael Klein is a registered financial advisor based in MENLO PARK, California, affiliated with RED IRON GROUP MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
RED IRON GROUP MANAGEMENT, LLC
RED IRON GROUP MANAGEMENT, LLC
AUM
$411M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RED IRON GROUP MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3058458
Firm CRD# 317920
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Michael Klein offer?
Jason Michael Klein specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Jason Michael Klein's credentials?
Jason Michael Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Klein located?
Jason Michael Klein is based in MENLO PARK, California, working with RED IRON GROUP MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Jason Michael Klein charge for services?
Jason Michael Klein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED IRON GROUP MANAGEMENT, LLC?
RED IRON GROUP MANAGEMENT, LLC has approximately 11 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RED IRON GROUP MANAGEMENT, LLC

Benjamin Adrian Bisconti
MENLO PARK, CA
Jia Nmn Yang
MENLO PARK, CA

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Research
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