Jason Janes Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,793,745
Total clients
369
7% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
369
Average account size
$134,942
Client services
Fee options
$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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Jason Janes Wealth Management, Inc.
3447 Xenon Drive Nw
Princeton MN 55371, United States
Number of offices
1
Forms ADV
Quick links
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