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

Jason Kane, CFP®

Wealth Manager

Kane Company, P.C.

5526 NW 86th St, Suite A
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, P.C. 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