Profile
Mr. Jason B.
Kley is Senior Integrated Wealth Advisor at Carlson Capital Management, Inc. He is a member of the Minnesota Financial Planning Association.
Before joining the CCM, Mr. Kley worked for a Minneapolis wealth management firm where he served as a financial advisor, investment committee member, and 401k plan specialist.
Prior to that, he worked for Thrivent Financial and Union Pacific, serving in business analyst and strategic operational roles.
Mr. Kley has also served on the Minneapolis Regional Chamber of Commerce DRIVE Emerging Leaders Board, Best Prep’s Minnesota Business Venture Advisory Committee, and the City of St. Louis Park Police Advisory Commission.
He 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 also earned an MBA with an emphasis in Finance and Strategy from Washington University in St. Louis, Missouri.
Former positions of Jason Brandt Kley
| Companies | Position | End |
|---|---|---|
Carlson Capital Management, Inc.
 Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Corporate Officer/Principal | 2015-12-30 |
Union Pacific Railroad Co.
 Union Pacific Railroad Co. RailroadsTransportation Union Pacific Railroad Co. engages in the provision of railroad and freight transportation services. Its railroad links coast ports and provides transportation service through its gateways. The company was founded by Abraham Lincoln on July 1, 1862 and is headquartered in Omaha, NE. | Corporate Officer/Principal | 2006-06-29 |
Thrivent Financial for Lutherans
 Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 2001-12-30 |
Training of Jason Brandt Kley
| University of St. Thomas | Undergraduate Degree |
| Washington University in St. Louis | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Carlson Capital Management, Inc.
Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Finance |
Union Pacific Railroad Co.
Union Pacific Railroad Co. RailroadsTransportation Union Pacific Railroad Co. engages in the provision of railroad and freight transportation services. Its railroad links coast ports and provides transportation service through its gateways. The company was founded by Abraham Lincoln on July 1, 1862 and is headquartered in Omaha, NE. | Transportation |
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