Jason Kley Email & Phone Number
Vice President, Wealth Advisor @ Sequoia Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jason Kley Location
- Minneapolis, MN, US
Jason Kley Work
- 2025 -now Vice President, Wealth Advisor @
- 2018 -2025 Director Of Operational Excellence and Financial Planning @
- 2011 -2025 Senior Integrated Wealth Advisor @
- 2006 -2011 Financial Advisor @
- 2005 -2006 Manager - Purchasing @
- 2003 -2005 Senior Analyst - Purchasing @
- 2002 -2003 Supply Department MBA Intern @
- 1998 -2001 Actuarial Assistant and Business Analyst @
Jason Kley Education
- Washington University in St. Louis - Olin Business School
Master of Business Administration (Finance)
2001-2003 - University of St. Thomas
Bachelor of Arts (Mathematics, Computer Science)
1994-1998 - Moorhead Senior High School 1990-1994
Jason Kley Skills
- Financial Modeling
- Retirement Planning
- Management Consulting
- Estate Planning
- Investment Management
- Educational Planning
- Financial Advisory
- Personal Tax Planning
- Stock Option Analysis
- Retirement Plan Consulting
- Actuarial Science
- Personal Financial Planning
- Contract Negotiations
Jason Kley Summary
- Jason Kley, based in Minneapolis, MN, US, is currently a Vice President, Wealth Advisor at Sequoia Financial Group. Jason Kley brings experience from previous roles at Carlson Capital Management, Vector Wealth Management and Union Pacific Railroad. Jason Kley holds a 2001 - 2003 Master of Business Administration in Finance @ Washington University in St. Louis - Olin Business School. With a robust skill set that includes Financial Modeling, Retirement Planning, Management Consulting, Estate Planning, Investment Management and more. Jason Kley has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jason Kley?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co