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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JEFFREY JOSEPH KANE

Advisor at ROOT FINANCIAL PARTNERS

Littleton, CO | AUSTIN, TX

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Search this name across graphsid dfx:ria:47a208ac-a5c3-1e07-12da-eb846ad46fd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 26, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 28, 2012
First registration: Nov 26, 2012
Dual registered: no
Other names: Jeff Kane
IAPD individual key: 6100552

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Nov 11, 2024	n/a	yes	AUSTIN, TX\|Littleton, CO	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 26, 2015	Nov 15, 2024	no	Lone Tree, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 12, 2013	Jan 26, 2015	no	ENGLEWOOD, CO\|Lone Tree, CO\|Fort Worth, TX\|Westlake, TX	Previous registration
EDWARD JONES	National bd RIA	Nov 26, 2012	May 2, 2013	no	ST LOUIS, MO\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	ROOT FINANCIAL PARTNERS	Nov 15, 2024	Nov 11, 2024	-4	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Jan 26, 2015	Jan 26, 2015	0	Channel change	Other
EDWARD JONES	CHARLES SCHWAB & CO., INC.	May 2, 2013	Jul 12, 2013	71	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Nov 11, 2024 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 26, 2015 to Nov 15, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 12, 2013 to Jan 26, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 26, 2012 to May 2, 2013factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Jeffrey Joseph Kane left Schwab Wealth Advisory, Inc. for Root Financial Partners (registered 2024-11-11)
Form ADVobserved 6 days ago