Jason Klager, financial advisor New Hyde Park NY

Jason Klager

CRD Number: 5189545
Current Firm: Hsbc Securities (usa) Inc.

Jason Klager (CRD# 5189545) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New Hyde Park, NY and has over 17 years of experience in the finance industry. Jason Klager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hsbc Bank Usa, N.a. Flushing, NY Aug 2016 - Current 7
Hsbc Securities (usa) Inc. Flushing, NY Apr 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Jason M. Klager
Phone Number: 212-525-2879
Firm Website: https://www.us.hsbc.com/
Registered State(s):
  • DC
  • GA
  • ME
  • MS
  • NJ
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    2,819
    MILLIONS
  • Total Number of Accounts
    13,225
    ACCOUNTS
  • Average Account Value
    $213,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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