Broker Check
John E. Klaas, Jr.

John E. Klaas, Jr.

CEO & Founder

John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His dedication to his clients and to always doing the right thing led him to founding Puzzle Wealth and an independent practice.

“We never forget who we work for or what is important. People value their family, faith, health and finances. We are in the position where somebody will rely on us with one of these topics.”

John believes in delivering holistic wealth management solutions to clients. He enjoys partnering with them on asset allocation and total portfolio management with a focus on charitable giving and estate planning. He believes opportunities to make a major impact in the markets are rare, but is prepared for them every day.

Before Puzzle, John was Senior Vice President of The Klaas Group at UBS for 14 years. Prior to that he spent 18 years at Morgan Stanley and a tenure at Burton and Associates. He has distinguished himself by completing the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. In addition, he holds his Series 7, 31, 63 securities licenses through LPL Financial, his series 65 through Gladstone Wealth Partners and insurance licenses. John lives in Marco Island, FL and is happily married with three children. Passionate about child safety and children’s rights, he has been actively involved with the KlaasKids Foundation since its inception.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.