Jason Klopman is a Senior Wealth Advisor and 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® certification. Jason volunteers at various food drives for MANNA Food Center and supports the American Diabetes Association.