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Jonathan Thomas Kane

THE PATRIOT GROUP, LLC·DARIEN, Connecticut
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1120 POST ROAD, DARIEN, CT 06820CRD# 2270230Firm CRD# 156727
01

About

Jonathan Thomas Kane is a registered financial advisor based in DARIEN, Connecticut, affiliated with THE PATRIOT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THE PATRIOT GROUP, LLC
THE PATRIOT GROUP, LLC
AUM
$105M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at THE PATRIOT GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2270230
Firm CRD# 156727
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Thomas Kane offer?
Jonathan Thomas Kane specializes in Investment Management, Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.
What are Jonathan Thomas Kane's credentials?
Jonathan Thomas Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Thomas Kane located?
Jonathan Thomas Kane is based in DARIEN, Connecticut, working with THE PATRIOT GROUP, LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Jonathan Thomas Kane charge for services?
Jonathan Thomas Kane's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT GROUP, LLC?
THE PATRIOT GROUP, LLC has approximately 10 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PATRIOT GROUP, LLC

John (nmn) Field
DARIEN, CT
Robert Alan Deutsch
DARIEN, CT
Judith (nmn) Tucker
DARIEN, CT

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Nearby cities in Connecticut
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Research
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