Jason Crane
Capital West Partners · Tucson, Arizona
Jason Crane is a fee-only financial advisor at Capital West Partners in Tucson, Arizona, who holds the CFA credential. Capital West Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital West Partners |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.0M across 177 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ · CRD 4151762 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.capitalwestpartners.com |
How Jason's firm compares
- Capital West Partners's average account is about $1.7 million, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Jason
Is Jason Crane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Capital West Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Capital West Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Crane based?
Jason Crane is based in Tucson, Arizona.
What credentials does Jason Crane hold?
Jason Crane holds the CFA credential.
Is Jason Crane registered with the SEC?
Yes. Jason Crane is registered as an investment adviser representative in AZ (CRD 4151762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital West Partners manage?
Capital West Partners reports $300.0M across 177 accounts in assets under management.
How do I contact Jason Crane?
Through Jason's website, www.capitalwestpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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