CCM’s Jason Kley, CFP®, AIF®, MBA, Senior Integrated Wealth Advisor and Director of Operational Excellence, continues to be recognized for his important work in support of financial education. The Financial Planning Association of Minnesota recently honored Jason with its Distinguished Service Award, which is given annually to “a local individual, organization, or company that demonstrates a commitment to the highest standards of professional competence, integrity, relationships and stewardship and whose extraordinary contributions advance the financial planning profession and promote financial literacy.”

FPA MN cited Jason’s work with the Jump$tart Coalition for Personal Financial Literacy and the Minnesota Council on Economic Education, as well as his leadership in creating the Financial Literacy Coalition of MN. Many CCM clients know that Jason’s work with the Financial Literacy Coalition was instrumental in Minnesota’s passage of legislation last year that requires a personal finance course for high school graduation.

Read the announcement in FPA's newsletter here.


To determine the recipient of the FPA Distinguished Service Award, the board of FPA MN accepts nominations of chapter members, colleagues, community leaders, volunteers, non-profit organizations or companies within Minnesota; then votes for the recipient. Jason Kley is a member of FPA MN and his membership fee is paid by CCM, but recipients of the award need not be FPA members.