Jason Janes Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,564,658
Clients
369
Advisors
2
of 2 employees
About
Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high‑net‑worth clients in Minnesota and other states, offering portfolio management, retirement‑planning guidance, and access to online estate‑planning tools. The firm’s representatives also recommend insurance products and may sell those products in their capacity as licensed insurance agents.
Portfolios are constructed around asset‑allocation models that emphasize globally diversified exposures, with primary use of mutual funds and low‑cost ETFs complemented by selected individual equities, and a generally long‑term buy‑and‑hold orientation with periodic rebalancing. Investment advice is tailored to each client’s goals and risk tolerance, and client assets are custodied through Schwab Advisor Services for trade execution and reporting.
Compared with peers of similar size, the firm is unusual in its high client load for a single advisor—managing about $49.8 million for roughly 369 clients—which may affect service delivery and capacity considerations. It is also distinctive for its affiliated insurance business (JJWM Insurance Agency) and for compensation arrangements tied to insurance sales and an online estate‑document service (disclosed compensation), a potential conflict the firm notes is mitigated by its fiduciary obligations.
Client services
Expertise
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
Main office
3447 Xenon Drive NW
Princeton MN 55371
Advisors at this office
2
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jason J
Series 63, Series 65
Princeton, MN
Jason Janes Wealth Management, Inc.
Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.
Joshua H
Series 65
Princeton, MN
Jason Janes Wealth Management, Inc.
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.
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