Jason Kane (CRD# 6685445) is an Investment Advisor Representative working at Kane Company Wealth Management Pc in Johnston, IA and has over 7 years of experience in the finance industry. Jason Kane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kane Company, P.c. | Johnston, IA | Mar 2021 - Current | 3 |
Creative Planning | Overland Park, KS | Mar 2017 - Mar 2021 | 4 |
Summit Wealth Advisors, LLC | Overland Park, KS | Dec 2016 - Mar 2017 | < 1 |
Engage Advisors, LLC | Overland Park, KS | Jul 2016 - Dec 2016 | < 1 |
The University Of Kansas | Lawrence, KS | Aug 2013 - May 2016 | 2 |
Kane Company, P.c. | Johnston, IA | Jul 2015 - Aug 2015 | < 1 |
Nike, Inc. | West Des Moines, IA | Aug 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- IA
- TX
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts617ACCOUNTS
-
Average Account Value$323,972
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, MN, NE, TX
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