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Jason Kley
CFP®, AIF®, MBA
Vice President, Wealth Advisor
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About Jason
Jason Kley serves as Vice President, Wealth Advisor for Sequoia Financial Group.
Jason has 20 years of experience in finance and wealth management. His past work includes time at a Minneapolis wealth management firm, where he served as a financial advisor, investment committee member, and 401(k) plan specialist. Prior to that, Jason worked for Thrivent Financial and Union Pacific, serving in business analyst and strategic operational roles.
Jason has a passion for building the financial literacy skills of youth and was a key advocate for the Minnesota legislation that requires high school students to take a personal finance course. He serves on the boards of the national Financial Planning Association and the Minnesota Council on Economic Education. Jason also served on the Financial Planning Association of Minnesota Board from 2016 to 2019, and was President of the organization in 2018. He rejoined the FPA of MN Board in 2023, serving until he joined the national FPA Board in 2025.
Jason is a past member of the Jump$tart Coalition of MN leadership team, 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. He 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 the Minneapolis-St. Paul Business Journal, the Minnesota Star Tribune, Minnesota Business, and the St. Paul Pioneer Press.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Accreditation & Education
University of St. Thomas, Bachelor of Arts degree in math and computer science
Washington University in St. Louis, MBA with an emphasis in finance and strategy
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Outside of work, Jason enjoys spending time with family, outdoor activities, and traveling. Jason, his wife Sheila, and their two sons reside in Eden Prairie, Minnesota. Jason shares:
“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 Sequoia 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.”
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Jason Kley, CFP®, AIF®, MBA
Vice President, Wealth Advisor
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