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Current Employers
Jason Janes Wealth Management, Inc.

3447 Xenon Drive Nw, Princeton, MN 55371 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-10-12
  • MN RA
    APPROVED
    Since 2021-10-12

Branch Locations

3447 Xenon Drive Nw, Princeton, MN 55371 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Advanced Advisor Group, Llc Cambridge MN 08/2006 11/2019
Sawtooth Solutions, Llc Princeton MN 02/2020 Present
Efs Investments, Inc. Cambridge MN 09/2004 10/2019
Jason Janes Wealth Management, Inc. Princeton MN 10/2021 Present
  • 08/2006 → 11/2019
    Advanced Advisor Group, Llc
    Cambridge, MN
  • 02/2020 → Present
    Sawtooth Solutions, Llc
    Princeton, MN
  • 09/2004 → 10/2019
    Efs Investments, Inc.
    Cambridge, MN
  • 10/2021 → Present
    Princeton, MN
Previous Registrations
  • 2020-02-18 → 2022-11-15
    Simplicity Solutions, Llc
    Princeton, MN
    Minneapolis, MN
  • 2009-11-23 → 2019-11-01
    Princeton, MN
    Cambridge, MN
Other Businesses

PROPERTY RENTAL, 111 RUM RIVER DR. PRINCETON, MN 5371 OWNER, FEB 2003-CURRENT Property Rental, Cabin

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-19
S63 Uniform Securities Agent State Law Examination 2003-12-17
  • S65 Uniform Investment Adviser Law Examination
    2009-11-19
  • S63 Uniform Securities Agent State Law Examination
    2003-12-17
Other Names
  • Jason Anthony Janes

View on SEC IAPD

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