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Jason James Kane

Kane Company Wealth Management, Inc.

Johnston, IA

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Current Employers
Kane Company Wealth Management, Inc.

8831 Thomas Avenue Suite 200, Johnston, IA 50131-8005 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-13
IA RA APPROVED 2021-03-22
  • TX RA
    APPROVED
    Since 2022-04-13
  • IA RA
    APPROVED
    Since 2021-03-22

Branch Locations

8831 Thomas Avenue Suite 200, Johnston, IA 50131-8005 • 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
Engage Advisors, Llc Overland Park KS 07/2016 12/2016
Summit Wealth Advisors, Llc Overland Park KS 12/2016 03/2017
Creative Planning Overland Park KS 03/2017 03/2021
Kane Company, P.C. Johnston IA 03/2021 Present
  • 07/2016 → 12/2016
    Engage Advisors, Llc
    Overland Park, KS
  • 12/2016 → 03/2017
    Summit Wealth Advisors, Llc
    Overland Park, KS
  • 03/2017 → 03/2021
    Creative Planning
    Overland Park, KS
  • 03/2021 → Present
    Kane Company, P.C.
    Johnston, IA
Previous Registrations
  • 2017-04-17 → 2021-03-23
    Creative Planning
    Leawood, KS
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-25
  • S66 Uniform Combined State Law Examination
    2017-03-25
Designations
Other Names
  • Jason Kane

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
COMPOUND PLANNING, INC.
SIMPLIFIED PLANNING AND INVESTMENTS

Other Investors

JEFFREY DOUGLAS OLSON
John A Denny
Erik David Aanonson
Kenneth Tague
Lucas Scott Borseth
Kaley Dwight Fleig
KRISTIN M MEYER
NATHAN DOUGLAS BEATTIE

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · JOHNSTON, IA
EDWARD JONES · Johnston, IA
INTEGRITY ALLIANCE, LLC. · Johnston, IA
EDWARD JONES · JOHNSTON, IA
APELLA WEALTH · Johnston, IA
AMERIPRISE FINANCIAL SERVICES, LLC · Johnston, IA
CETERA INVESTMENT ADVISERS LLC · Johnston, IA
COMPOUND PLANNING, INC. · Johnston, IA

More in Johnston, IA

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