Jason
Kane
Kane Company Wealth Management Pc
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About this Advisor
Jason Kane is a financial advisor based in Johnston, Iowa, working with Kane Company Wealth Management Pc. Jason has previously held positions at Engage Advisors, LLC, Summit Wealth Advisors, LLC, The University Of Kansas, Nike, Inc, Kane Company, P.C, and Creative Planning. Jason has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Jason is part of Kane Company Wealth Management Pc, which operates out of Johnston, Iowa. The firm has 3 employees and manages assets totaling $199.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Kane Company Wealth Management Pc includes asset-based, hourly, and fixed fees.
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Kane Company Wealth Management Pc Brokerage Details
$199,890,997
3
617
$323,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Kane Work History
Kane Company, P.C
Creative Planning
Engage Advisors, LLC
Summit Wealth Advisors, LLC
Kane Company, P.C
The University Of Kansas
Nike, Inc
Disclosures
Please visit the SEC profile of Jason Kane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kane Company Wealth Management Pc
Johnston, IA
Johnston, IA
Johnston, IA
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