Unclaimed Profile

Jason C Crane

CAPITAL WEST PARTNERS, LLC·TUCSON, Arizona

Series 7, Series 66Clean record22 years registeredCAPITAL WEST PARTNERS, LLC

6842 E. TANQUE VERDE ROAD, TUCSON, AZ 85715CRD# 4151762Firm CRD# 130762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason C Crane · TUCSON, AZ

Registration

CRD #4151762 · CAPITAL WEST PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CAPITAL WEST PARTNERS, LLC

Jan 2011 – present

CAPITAL WEST PARTNERS, LLC

Mar 2004 – Dec 2010

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL WEST PARTNERS, LLC

CRD 130762 · SEC 801-62859

AUM

$252M

Regulatory assets under management

Employees

177 client accounts

Services offered by CAPITAL WEST PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL WEST PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason C Crane offer?

Jason C Crane specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are Jason C Crane's credentials?

Jason C Crane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason C Crane located?

Jason C Crane is based in TUCSON, Arizona, working with CAPITAL WEST PARTNERS, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Jason C Crane charge for services?

Jason C Crane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL WEST PARTNERS, LLC?

CAPITAL WEST PARTNERS, LLC has approximately 3 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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