Jackson Klein

Jackson serves as an Investment Advisor at Sparta Wealth Partners. Driven by a genuine passion for helping others, he takes pride in building meaningful relationships with clients and providing guidance that simplifies the often-complex world of personal finance.

His mission is to empower individuals, families, and business owners to build lasting wealth with clarity and confidence.

Before joining Sparta, Jackson developed a strong foundation in financial services through internships in both wealth management and commercial banking, including roles with Morgan Stanley and United Community Bank. These opportunities provided him with hands-on experience in portfolio construction, financial planning, and client service, while also sparking a long-term commitment to the financial advisory profession. His experience in both large institutions and community-focused firms shaped his relationship-first approach to working with clients.

Jackson earned his bachelor’s degree in Finance and Real Estate from the Darla Moore School of Business at the University of South Carolina. While in school, he balanced academics with professional internships, developing both technical knowledge and client-facing skills. He holds his Series 65 license and is continuously focused on expanding his expertise to better serve his clients.

Originally from Raleigh, North Carolina, he now resides in Charlotte where he’s excited to grow his career with Sparta Wealth Partners and to play a role in building a firm that prioritizes personal service, independent advice, and doing what’s right for every client.

Outside of the office, he enjoys spending time with friends and family, traveling, being outdoors, and following college football. He’s happy to call Charlotte home and looks forward to serving individuals, families, and businesses throughout the community and
beyond.