Jason Janes, financial advisor Princeton MN

Jason Janes

CRD Number: 4568887
Current Firm: Jason Janes Wealth Management, Inc.

Jason Janes (CRD# 4568887) is an Investment Advisor Representative working at Jason Janes Wealth Management, Inc. in Princeton, MN and has over 19 years of experience in the finance industry.

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Efs Advisors
Company Name Location Dates Years
Jason Janes Wealth Management, Inc. Princeton, MN Oct 2021 - Current 1
Sawtooth Solutions, LLC Princeton, MN Feb 2020 - Current 3
Advanced Advisor Group, LLC Cambridge, MN Aug 2006 - Nov 2019 13
Efs Investments, Inc. Cambridge, MN Sep 2004 - Oct 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Nov 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason A. Janes
Phone Number: (651) 353-7984
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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