JASON JANES WEALTH MANAGEMENT, INC.

Overview

Jason Janes Wealth Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses while also operating as an insurance broker. The firm manages a concentrated set of discretionary client relationships and shows a clear preference for equity exposure, using exchange-traded instruments as a core building block. Its stated client mix includes both individual and family investors as well as institutional clients, and compensation is collected as a percentage of assets under management. Investment activity centers on liquid public markets with an equity-first approach. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Given the firm’s insurance-broker role, clients can expect integration of insurance and wealth-planning solutions alongside traditional portfolio management services.

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Location & Offices