Jason Kane
Kane Company Wealth Management · Johnston, Iowa
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.
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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 | $284.7M across 717 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 6685445 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kanecompanypc.com |
How Jason's firm compares
- Kane Company Wealth Management's average account is about $397,000, from its Form ADV (assets managed divided by 717 accounts).
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Questions about Jason
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.
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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