# Jason Kane

> Jason Kane is a fee-only financial advisor at Kane Company Wealth Management in Johnston, Iowa, who holds the CFP credential. Kane Company Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-kane/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kane Company Wealth Management
- **Based in:** Johnston, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $284.7M across 717 accounts
- **Credentials:** CFP
- **CRD:** 6685445 (https://adviserinfo.sec.gov/individual/summary/6685445)
- **SEC registration:** Investment adviser representative in IA, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.kanecompanypc.com

## Frequently asked questions

### Is Jason Kane a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Kane Company Wealth Management 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, Kane Company Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Kane based?

Jason Kane is based in Johnston, Iowa.

### What credentials does Jason Kane hold?

Jason Kane holds the CFP credential.

### Is Jason Kane registered with the SEC?

Yes. Jason Kane is registered as an investment adviser representative in IA and TX (CRD 6685445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kane Company Wealth Management manage?

Kane Company Wealth Management reports $284.7M across 717 accounts in assets under management.

### How do I contact Jason Kane?

Through Jason's website, www.kanecompanypc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6685445): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.