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Jason Kane | Financial Advisor

Profile img for Jason Kane, financial advisor at Kane Company Wealth Management
Johnston, IA
Jason Kane
Financial Advisor
Wealth Manager, Director of Financial Planning & Trading at
Kane Company Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I am a lead advisor and the director of financial planning and trading at our fee-only firm. We specialize in working with clients who want comprehensive, ongoing financial planning, investment management, tax planning & preparation services - all in one place.
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Specialties and Expertise

8
Tax Minimization Investment Strategies
Tax Preparation
Portfolio Construction
Cash Flow Analysis
Retirement Income
College Planning
Debt Management
Business Ownership Strategies

Clientele

6
New Investors
High Net Worth Individuals
Retirees
Divorcees
Inheritors
Business Owners

Credentials and Designations

1
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Certified Financial Plannerâ„¢

Education

1
University of KansasBachelor of Science in Business - FinanceYear Obtained: 2016
Quick Facts About Jason
Years of Experience:7 yearsMember since:2023Average Account Size:$1,100,000Number of clients:192

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Johnston, IA
Jason Kane
Financial Advisor
Wealth Manager, Director of Financial Planning & Trading at
Kane Company Wealth Management
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