Senior Integrated Wealth Advisor
Senior Integrated Wealth Advisor
Jason Kley is a Senior Integrated Wealth Advisor at Carlson Capital Management. In this role, Jason is responsible for all aspects of client relationship and portfolio management. He serves clients by implementing and coordinating the integrated wealth management experience including investment management, retirement modeling, insurance analysis, educational planning and other general financial planning. In addition, Jason is a member of the firm's investment committee, helping to advise on investment practices and strategies.
Jason holds a Bachelor of Arts degree in Math and Computer Science from the University of St. Thomas where he graduated magna cum laude in 1998. He went on to earn an MBA with an emphasis in Finance and Strategy from Washington University in St. Louis. As a graduate student Jason was recognized for his strong leadership in being named a Leadership Fellow and Dean’s Special Service award recipient. Jason holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, as well as an Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies. The AIF designation affirms the highest in fiduciary standards of care for CCM clients.
Before joining the CCM team, Jason worked for a Minneapolis wealth management firm where he served as a financial advisor, investment committee member, and 401k plan specialist. Prior to that, Jason worked for Thrivent Financial and Union Pacific, serving in business analyst and strategic operational roles.
In 2015, Jason joined the Financial Planning Association of Minnesota Board and was named the President-elect of the organization for 2017. He has also served on the Minneapolis Regional Chamber of Commerce DRIVE Emerging Leaders Board, BestPrep’s Minnesota Business Venture Advisory Committee, and the City of St. Louis Park Police Advisory Commission. In addition, Jason volunteers his time through the University of St. Thomas and the Financial Matters program of BestPrep, speaking to high school and college students about financial principles. Jason was awarded the BestPrep Volunteer of the Year in 2016 and named the Minneapolis Chamber of Commerce Emerging Leader of the Year in 2009. He has been featured in various publications including Minnesota Business, the Minneapolis-St. Paul Business Journal and the Minneapolis Star Tribune.
Outside of work, Jason enjoys spending time with family, playing softball and golf, and traveling. Jason, his wife Sheila, and their two young sons reside in Eden Prairie, Minnesota.
With each passing year, I find that I am placing an increased emphasis on being focused. On the surface, having focus seems to run counter to the priority our society places on multi-tasking. In reality, the more focus one has—the more efficient they really are. When I’m able to focus on a conversation, I can understand more clearly and develop relationships through more attentive listening. When I am truly engaged with someone, it means putting down my mobile device, listening, and asking questions. If I’m focused on a project, I’m more effective, I’m learning more and am producing better outcomes. As I am playing with my children, I’m focused on inspiring their creativity and teaching them life lessons. Nothing else matters at that moment in time. Focus allows me to prioritize the things that are important in life, and allows me to drown out the noise that I cannot control. Focusing on things that are important forces me to move beyond the things that are not.
I enjoy working with our clients at CCM and I appreciate the opportunity to focus on what I can do to help them meet their goals, and allow them to focus on what matters most to them.
Read articles by Jason: FPA in the Community Best-Prep, College Savings Plans-One Component of Proactive Education Planning