CRD: 313041
Jason Janes Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CrestRadial radial
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
About Jason Janes Wealth Management, Inc.
Jason Janes Wealth Management is a Princeton, MN-based RIA focused on helping families (and entrepreneurs) plan for major life events through comprehensive financial planning and ongoing portfolio management. The firm builds diversified portfolios using ETFs, mutual funds, and fixed income, and supports retirement planning, estate planning, and insurance/annuity solutions. Custodied at Charles Schwab and uses RightCapital for planning.
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Owner & Executives
JASON A JANES
Chief Compliance Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #4568887
- Ownership
- 75% or more
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Joshua Craig HRKAL
Finance Advisor
- CRD
- #7724461
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,793,745 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,793,745 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,793,745
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,061,570,610 | 15.4% |
| Cash | $1,578,569,284 | 22.9% |
| Public Funds | $1,923,235,066 | 27.9% |
| Other | $654,864,987 | 9.5% |
| U.S. Government/Agency | $427,385,570 | 6.2% |
| Corporate - Investment Grade | $468,745,464 | 6.8% |
| Municipal Bonds | $778,944,668 | 11.3% |
| Total | $6,893,315,649 | 100.0% |