Advisor at Jason Janes Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jason Janes Wealth Management, Inc.
Location
Princeton, MN 55371
Credentials
Series 65
Industry experience
2 years
Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.
$0 - $210,000: 1.04% $210,001 - $500,000: 0.96% $500,001 - $1,000,000: 0.88% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,000+: 0.60% Fixed Income Only+: 0.60%
Commissions earned only from insurance product sales by individual representatives, separate from advisory fees
Fee-only: Investment advisory fees, no commissions for securities sales
3447 Xenon Drive Nw
Princeton, MN 55371
Minnesota
Jason Janes Wealth Management, Inc.
2022 - Present (4 years)
Vanco Payment Solutions
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
University of Utah
2018 - 2021 (3 years)
Shopko
2018 - 2019 (1 year)
Student
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Zimmerman, MN
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Series 63, Series 65
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Jason Janes Wealth Management, Inc.
Series 63, Series 65
Cambridge, MN
EFS Advisors
Series 66
Cambridge, MN
EFS Advisors
Series 63, Series 65
Cambridge, MN
EFS Advisors
Series 63, Series 66
Cambridge, MN
EFS Advisors
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