Jason Klein, MBA, Cepa
About Jason Klein, MBA, Cepa
Jason Klein, MBA, Cepa, serves as the Senior Vice President and Wealth Advisor at UBS Financial Services Inc. in Williamsville, NY, where he has worked since 2007, and also holds the position of Chairman of the Advisory Board at Secrets of Champions™ since 2014.
Work at UBS
Jason Klein has served as Senior Vice President - Wealth Management, Wealth Advisor at UBS Financial Services Inc. since 2007. He operates from Williamsville, NY, and has contributed to the wealth management division for over 17 years. In his role, he focuses on developing and implementing wealth management strategies tailored to meet client needs. Klein's expertise in wealth advisory has positioned him as a key figure within the firm, where he has played a significant role in enhancing client services and financial solutions.
Education and Expertise
Jason Klein holds a Bachelor of Arts degree from the University at Buffalo, where he studied from 1988 to 1990. He furthered his education by earning an MBA from Canisius College, completing his studies from 1999 to 2004. His academic background provides a strong foundation for his work in wealth management, equipping him with the necessary skills to advise clients effectively. Klein's expertise is complemented by his experience in developing peak performance content and applications in his advisory role.
Background
Jason Klein has a diverse professional background that spans over two decades in the financial services industry. He has been with UBS Financial Services Inc. since 2007, where he has focused on wealth management. In addition to his role at UBS, Klein serves as Chairman of the Advisory Board for Secrets of Champions™, a position he has held since 2014. His involvement in both organizations reflects his commitment to advancing wealth management practices and peak performance strategies.
Achievements
Throughout his career, Jason Klein has been involved in various initiatives aimed at enhancing wealth management strategies. At UBS, he has contributed to the development and implementation of peak performance content, applications, and wearables. His efforts have helped improve client engagement and service delivery within the wealth management sector. Klein's long-standing tenure at UBS and his leadership role at Secrets of Champions™ highlight his dedication to excellence in financial advisory services.