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Jason C Crane

Capital West Partners, LLC

Tucson, AZ

CRD 4151762

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Employer firm

Capital West Partners, LLC CRD 130762

$300M regulatory AUM 166 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital West Partners, Llc

6842 E. Tanque Verde Road Suite C, Tucson, AZ 85715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2011-01-10
  • AZ RA
    APPROVED
    Since 2011-01-10

Branch Locations

6842 E. Tanque Verde Road Suite C, Tucson, AZ 85715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital West Partners, Llc Tucson AK 02/2004 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-25
  • S66 Uniform Combined State Law Examination
    2001-01-25
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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