Jason W. Craine
SAVVY | Senior Wealth Advisor
Andover, KS
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CRD#: 6007705
Professional summary
Jason Wesley Craine, CFP® is a registered financial advisor currently at SAVVY located in Andover, Kansas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jason has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Jason provides customized wealth management solutions to help meet the objectives of each client. He works with clients on developing financial plans, asset allocations and insurance reviews and also helps manage their day-to-day needs.
Jason has more than twelve years of experience in financial services and investments. Prior to joining the firm, he had a holistic financial planning practice at Northwestern Mutual. Prior to that, he was an assistant vice president of intermediary markets for Scout Investments.
Jason has a bachelor’s degree in Business Administration emphasis in Management Leadership from William Jewell College.
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.
1. Financial Planning Association Of Kansas; not investment related; board of directors; start date 1/1/23; 1 hr per month, 0 hrs during trading hours. Advise on FPA of Kansas business, growth and goals, seek sponsorships and organize speakers for chapter meetings 2. YMCA; not investment related; Andover, KS; board of directors; start date 1/1/2022; 1 hr per month, 0 hrs during trading hours; community involvement and communication 3. Exploration Place, Inc., Investment related: N, Wichita, KS, Science Center, Board of Directors, 7/1/2024, 2 hours per month, 0 hours during trading hours, board of directors. 4. Governing Board of Science Center, providing guidance to management of non-profit organization. Non-investment related. 2 hours per month. Start date: June 1, 2024. 5.Insurance Agent; Offering fixed insurance such as life, health, disability; Investment-related; Start Date: 2/14/2025; 3 hours per month; Personal residence. 6.Owner of Cedar+Sevens Family Transitions, LLC or Cedar+Sevens Divorce Planning, LLC ("Cedar"); Offering divorce financial counseling; Non-investment related; Start Date: 2/6/2025; 3 hours per month; Personal residence.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Wesley Craine's 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®
CFP®
Start date: 2017
Experience
Current
December 16, 2024 - Present
SAVVY
RIA
CRD#: 318493
Andover, KS
Past
March 31, 2017 - March 31, 2018
MARINER WEALTH ADVISORS
RIA
CRD#: 170703
OVERLAND PARK, KS
Past
April 14, 2015 - March 22, 2017
FIRSTPOINT FINANCIAL, LLC
RIA
CRD#: 175252
OVERLAND PARK, KS
Past
January 23, 2015 - November 19, 2024
MARINER WEALTH
RIA
CRD#: 140195
WICHITA, KS
Past
December 11, 2014 - January 21, 2016
FIRSTPOINT FINANCIAL, LLC
RIA
CRD#: 168793
LEAWOOD, KS
Past
December 10, 2014 - December 31, 2019
MSEC, LLC
BD
CRD#: 154327
Overland Park, KS
Past
June 30, 2014 - November 19, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LEAWOOD, KS
Past
June 17, 2014 - November 19, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LEAWOOD, KS
Past
January 24, 2013 - February 14, 2014
SCOUT INVESTMENTS, INC.
RIA
CRD#: 111787
KANSAS CITY, MO
Past
January 6, 2012 - September 20, 2013
DISTRIBUTION SERVICES, LLC
BD
CRD#: 25938
KANSAS CITY, MO
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Kansas(12/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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