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Jeffrey Joseph Kane

Root Financial Partners

Littleton, CO

Austin, TX

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
CO RA APPROVED 2024-11-11
  • TX RA
    APPROVED
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2024-11-11

Branch Locations

Littleton, CO • United States

801 Barton Springs Rd, Austin, TX 78704 • 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
Charles Schwab & Co., Inc. Lone Tree CO 06/2013 11/2024
Schwab Wealth Advisory Inc Lone Tree CO 01/2015 11/2024
Root Financial Partners Encinitas CA 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-28
  • S66 Uniform Combined State Law Examination
    2012-09-28
Designations
Other Names
  • Jeff Kane

View on SEC IAPD

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