JJ
JJ

Jason Janes

21 Years of Experience
Princeton, MN
1 Disclosure

Jason Janes is a registered investment advisor at Jason Janes Wealth Management, INC., based in Princeton, MN, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$49.8M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3447 Xenon Drive Nw, Princeton, MN, 55371

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2019
Other Business Activities

Jason owns rental properties since 2003, including a cabin. This activity is not investment-related.

Employment History
Current Registrations
Jason Janes Wealth Management, INC.
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Simplicity Solutions, LLC
February 2020 - November 2022 · 2 yrs 9 mos
Efs Advisors
November 2009 - November 2019 · 10 yrs
Advanced Advisor Group, LLCBroker
October 2006 - October 2019 · 13 yrs
Great American Advisors, INC.Broker
February 2005 - October 2006 · 1 yr 8 mos
Pmg Securities CorporationBroker
September 2004 - February 2005 · 5 mos
PFS Investments INC.Broker
December 2003 - September 2004 · 9 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Janes - Financial Advisor | TrueAdvisor