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Jason C Crane

Investment adviser representative at Capital West Partners, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$300MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Capital West Partners, LLCFeb 2004 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Capital West Partners, LLC

$300MAssets managed
173Clients
2Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4151762
Firm CRD
130762
Advisor's SEC record (opens in a new tab)
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