Our Team

Jason Elliot Klopman, CFP®

Partner jklopman@xmlfg.com

Jason Klopman is a Partner with XML Financial Group and has been in the financial services industry since 2005. His specialty revolves around financial planning 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 continue to build XML Financial Group’s practice. He is a key component to the analysis, preparation, and implementation elements of the financial planning process.

Education & Philanthropy

Jason graduated from the University of Maryland’s Robert H. Smith School of business with a Bachelor of Science degree 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® designation. Jason volunteers at various food drives for MANNA Food Center and supports the American Diabetes Association.

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We offer a full suite of investment services
advisor
consulting

Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

financial
planning

The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

investment
management

With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

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Jason Klopman is a Partner with XML Financial Group and has been in the financial services industry since 2005. His specialty revolves around financial planning 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 continue to build XML Financial Group’s practice. He is a key component to the analysis, preparation, and implementation elements of the financial planning process.

Education & Philanthropy

Jason graduated from the University of Maryland’s Robert H. Smith School of business with a Bachelor of Science degree 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® designation. Jason volunteers at various food drives for MANNA Food Center and supports the American Diabetes Association.