A complete list of active advisors currently associated with Jason Janes Wealth Management, Inc.

Warmer can help you find a great advisor at Jason Janes Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jason Janes Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.