Jason
Kane

Kane Company Wealth Management Pc

CRD#6685445
Investment Advisor
in Johnston, IA

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About this Advisor

Jason Kane is a certified financial planner based in Johnston, Iowa with 2 years of relevant experience. Kane works at Kane Company Wealth Management Pc. Throughout their career, Kane has worked at Engage Advisors, LLC, Summit Wealth Advisors, LLC, The University Of Kansas, Johnston High School, Nike, Inc, Kane Company, P.C and Creative Planning. Kane maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Iowa and Texas. Kane Company Wealth Management Pc is a registered investment business operating out of Johnston, IA. It has $166 million in total assets among its 628 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 628 client accounts, 30% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Kane Company Wealth Management Pc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on which service is provided. However, fee types charged by Kane Company Wealth Management Pc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5526 N.W. 86Th Street Suite A
Johnston, IA 50131-2928

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Kane Company Wealth Management Pc Brokerage Details

Total Assets Under Management

$165,520,824

IA Average: $9,259,360,772
Total Number of Employees

3

IA Average: 166
Total Number of Accounts

628

IA Average: 7,189
Average Account Size

$263,568

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jason Kane Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kane Company, P.C

2017 - 2021 (4 years)

Creative Planning

2016 - 2016 (< 1 year)

Engage Advisors, LLC

2016 - 2017 (1 year)

Summit Wealth Advisors, LLC

2015 - 2015 (< 1 year)

Kane Company, P.C

2013 - 2016 (3 years)

The University Of Kansas

2012 - 2014 (2 years)

Nike, Inc

2010 - 2013 (3 years)

Johnston High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Jason Kane
Johnston, IA
Sarah Zimmerman
Johnston, IA
Steven Kane
Johnston, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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