Jason J. Kane,  CFP<sup>&reg;</sup> - Financial Advisor

Jason J. Kane, CFP®

Wealth Manager

Kane Company Wealth Management, PC

8831 Thomas Avenue, Suite 200
Johnston, IA 50131
FINANCIAL ADVISOR'S WEBSITE
5152702727 CONNECT WITH Jason
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General

Jason Kane is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kane Company Wealth Management, PC in Johnston, IA and the surrounding communities.

Financial Advisor Overview

Kane Company Wealth Management is a fiduciary wealth management firm offering a comprehensive approach to providing professional financial and tax advice. Our CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants and Personal Financial Specialists can help you develop and implement a long-term strategy that meets your financial goals.

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Financial Advisor Experience

Jason J. Kane, CFP®, is a Wealth Manager at Kane Company, P.C. and is a member of the investment policy committee. He is a 2016 graduate of The University of Kansas with a Bachelor of Science in Business in Finance (B.S.B.). Jason joined Kane Company in 2021 and is a CERTIFIED FINANCIAL PLANNER™ professional (2020). He obtained his Certificate in Financial Planning from Boston University in 2018. Prior to joining Kane Company, Jason worked as a Financial Planner and Investment Manager in Kansas for five years. Jason is a member of the Financial Planning Association and currently serves as a board member of the Financial Planning Association of Iowa and leads the NextGen section of FPA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources