Jason C. Crane

CAPITAL WEST PARTNERS

Tucson, AZ 85715

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CRD#: 4151762

Professional summary

Jason C Crane is a registered financial advisor currently at CAPITAL WEST PARTNERS, LLC located in Tucson, Arizona.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C Crane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2011 - Present

CAPITAL WEST PARTNERS, LLC

Office #1: 6842 E. Tanque Verde Road Suite C, Tucson, AZ 85715

RIA

CRD#: 130762

Tucson, AZ

Past

March 30, 2004 - December 31, 2010

CAPITAL WEST PARTNERS, LLC

RIA

CRD#: 130762

TUCSON, AZ

Past

January 22, 2002 - February 18, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 4, 2001 - February 20, 2002

SUTRO & CO. INCORPORATED

CRD#: 801

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL WEST PARTNERS, LLC

CRD#: 130762 / SEC#: 801-62859

RIA

Registered Investment Advisory firm - (3/11/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/10/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/25/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/3/2001

General Securities Representative Examination

Current Firm

CAPITAL WEST PARTNERS, LLC

CRD#: 130762 / SEC#: 801-62859

RIA

Registered Investment Advisory firm - (3/11/2004 Approved)

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Contact information

Main Address

6842 E. Tanque Verde Road Suite C, Tucson, AZ 85715

Mailing Address

Phone number

(520) 296-9803

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2025 (1/23/2025)

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 275,248,561

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason C. Crane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C Crane's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL WEST PARTNERS, LLC

CAPITAL WEST PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SUTRO & CO. INCORPORATED

Primary Firm SEC Registration

CAPITAL WEST PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2001

Series 7

Date: 1/3/2001

Current Firm

CAPITAL WEST PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL WEST PARTNERS, LLC

TRUST BUT VERIFY

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