Jason JanesCRD 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.
Ameriprise Financial Services, LLC
Gradient Advisors, LLC
|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|
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
Total Assets Under Management30MILLIONS
Total Number of Accounts232ACCOUNTS
Average Account Value$131,265
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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