Joshua C. Hrkal

JASON JANES WEALTH MANAGEMENT

PRINCETON, MN 55371

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CRD#: 7724461

Professional summary

Joshua Craig Hrkal, who also goes by Joshua Hrkal, is a registered financial advisor currently at JASON JANES WEALTH MANAGEMENT, INC. located in Princeton, Minnesota.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joshua has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Joshua Hrkal

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 Joshua Craig Hrkal'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®

None

Experience

Current

May 4, 2023 - Present

JASON JANES WEALTH MANAGEMENT, INC.

Office #1: 3447 Xenon Drive Nw, Princeton, MN 55371

RIA

CRD#: 313041

PRINCETON, MN

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

Minnesota
(5/4/2023)

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 65

Date: 4/6/2023

Uniform Investment Adviser Law Examination

Current Firm

JASON JANES WEALTH MANAGEMENT, INC.

CRD#: 313041 / SEC#:

Minnesota

Registered Investment Advisory firm - (10/12/2021 Approved)

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Contact information

Main Address

3447 Xenon Drive Nw, Princeton, MN 55371

Mailing Address

Phone number

(651) 353-7984

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 49,793,745

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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Joshua C. Hrkal

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Craig Hrkal's CRS (Customer Relationship Summary).

Certified licenses

Experience

JASON JANES WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2023

Current Firm

JASON JANES WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JASON JANES WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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