Jason Janes, financial advisor Princeton MN
93 score

Jason Janes

CRD Number: 4568887
Current Firm: Efs Advisors

Jason Janes (CRD# 4568887) is an Investment Advisor Representative working at Efs Advisors in Princeton, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Advisor Group, LLC Cambridge, MN Aug 2006 - Current 10
Educators Financial Services Cambridge, MN Aug 2006 - Current 10
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Jason A. Janes
Phone Number: 763-689-9023
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    788
    MILLIONS
  • Total Number of Accounts
    15,923
    ACCOUNTS
  • Average Account Value
    $49,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, ND, NE, NY, OR, SD, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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