JEFFREY JOSEPH KANE is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2024-11-11 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2015-01-26 | 2024-11-15 | — |
| CHARLES SCHWAB & CO., INC. | 2013-07-12 | 2015-01-26 | — |
| EDWARD D. JONES & CO., L.P. | 2012-11-26 | 2013-05-02 | — |