Alexa Jo Kane
Investment Adviser Representative at Pearl Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexa Jo Kane is an investment adviser representative with Pearl Planning in Dexter, MI, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 5 firms, including Stephens Consulting, LLC and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Sep 2014 – Oct 2021Dexter, MI
- M.J. Smith & AssociatesAug 2014 – Jun 2020Greenwood Village, CO
- Raymond James Financial Services Advsiors, Inc.Sep 2020 – Oct 2021Dexter, MI
- Stephens Consulting, LLCOct 2021 – Aug 2025Dexter, MI
- Mercer Global AdvisorsJul 2020 – Sep 2020Greenwood Village, CO
- Pearl PlanningJul 2025 – no end date reportedDexter, MI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pearl Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, divorce financial planning, retirement planning, investment management, and Environmental Social Governance (ESG) portfolio options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Dexter, MI
- SEC file number:
- 801-132904
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Pearl Planning
4 other advisors in the directory
Similar advisors in Dexter, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexa Jo Kane has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched