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Jason James Kane

KANE COMPANY WEALTH MANAGEMENT, INC.·JOHNSTON, Iowa
SIE, Series 7, Series 66CFPClean record9 years registeredKANE COMPANY WEALTH MANAGEMENT, INC.
8831 THOMAS AVENUE, JOHNSTON, IA 50131-8001CRD# 6685445Firm CRD# 115756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason James Kane · JOHNSTON, IA
Registration
CRD #6685445 · KANE COMPANY WEALTH MANAGEMENT, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

KANE COMPANY WEALTH MANAGEMENT, INC.
Mar 2021 – present
CREATIVE PLANNING
Apr 2017 – Mar 2021
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 17, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756 · SEC 801-117373
AUM
$200M
Regulatory assets under management
Employees
3
617 client accounts
Services offered by KANE COMPANY WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KANE COMPANY WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jason James Kane offer?
Jason James Kane specializes in Financial Planning, Investment Management. Contact their office in JOHNSTON, Iowa for a consultation.
What are Jason James Kane's credentials?
Jason James Kane holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jason James Kane located?
Jason James Kane is based in JOHNSTON, Iowa, working with KANE COMPANY WEALTH MANAGEMENT, INC.. Their office serves clients in the JOHNSTON metropolitan area and surrounding communities.
How does Jason James Kane charge for services?
Jason James Kane'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 KANE COMPANY WEALTH MANAGEMENT, INC.?
KANE COMPANY WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KANE COMPANY WEALTH MANAGEMENT, INC.

Steven Lee Kane
JOHNSTON, IA

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