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Jason Janes Wealth Management, Inc.

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Client assets under management

$48,564,658

Clients

369

7% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

185

Very High

Average account size

$131,612

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

Portfolio management

Expertise

Passive / index investing

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Fee options

Percentage

$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

Commissions earned only from insurance product sales by individual representatives, separate from advisory fees

Other

Fee-only: Investment advisory fees, no commissions for securities sales

Main office location

Jason Janes Wealth Management, Inc.

3447 Xenon Drive Nw

Princeton MN 55371, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Passive / index investing
user avatar

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.

Passive / index investing
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