Jason Klopman, CFP®
Senior Wealth Advisor, Partner
Jason Klopman is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a member of both the Leadership and Investment Committees. Jason is a CERTIFIED FINANCIAL PLANNER™ and his specialty revolves around the financial planning process and asset allocation strategies. Through his training with one of Wall Street’s largest financial institutions and then XML Financial Group, Jason acquired the necessary skills to help build the practice. He is a key component of the analysis, preparation and implementation elements of the financial planning process and is dedicated to helping his clients establish and achieve their financial goals, needs and priorities.
Education & Philanthropy
Jason graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science in finance. He then went on to continue his education with Kaplan University, completing requirements to sit before the Certified Financial Planners Board of Standards to obtain his CFP® certification. Jason lives in Silver Spring, Maryland with his wife, Nina, and their two daughters. As a family, the Klopmans are avid supporters of the American Red Cross. Jason is a passionate DC sports fan and finds great joy in the live music experience. 2B SupplementWondering if there might be something more you and your money could do?
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