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RIA / WealthAdvisorCertified Financial Planner14 years in industry

JASON WESLEY CRAINE

Advisor at SAVVY

NEW YORK, NY | Andover, KS

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Search this name across graphsid dfx:ria:82f5ef38-1b3c-d1b2-472f-446d41de5e3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2013 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: SAVVY
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: Jan 11, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 11, 2012
First registration: Jan 24, 2013
Dual registered: no
IAPD individual key: 6007705

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
Savvy	Independent wealth	Dec 16, 2024	n/a	yes	NEW YORK, NY\|Andover, KS	Current employment
MARINER WEALTH ADVISORS	Former SEC adviser	Mar 31, 2017	Mar 31, 2018	no	Leawood, KS\|OVERLAND PARK, KS	Previous registration
FIRSTPOINT FINANCIAL, LLC	Former SEC adviser	Apr 14, 2015	Mar 22, 2017	no	OVERLAND PARK, KS	Previous registration
Mariner	Bd affiliated wealth	Jan 23, 2015	Nov 19, 2024	no	OVERLAND PARK, KS\|Leawood, KS\|OVERLAND PARK, KS\|WICHITA, KS	Previous registration
FIRSTPOINT FINANCIAL, LLC	Former SEC adviser	Dec 11, 2014	Jan 21, 2016	no	LEAWOOD, KS	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jun 17, 2014	Nov 19, 2014	no	LEAWOOD, KS	Previous registration
SCOUT INVESTMENTS, INC.	Asset manager	Jan 24, 2013	Feb 14, 2014	no	KANSAS CITY, MO	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
Mariner	FIRSTPOINT FINANCIAL, LLC	Nov 19, 2024	Apr 14, 2015	-3,507	Firm change after gap	Other
MARINER WEALTH ADVISORS	Savvy	Mar 31, 2018	Dec 16, 2024	2,452	Firm change after gap	Other
FIRSTPOINT FINANCIAL, LLC	MARINER WEALTH ADVISORS	Mar 22, 2017	Mar 31, 2017	9	Channel change	Other
FIRSTPOINT FINANCIAL, LLC	Mariner	Jan 21, 2016	Jan 23, 2015	-363	Firm change after gap	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	FIRSTPOINT FINANCIAL, LLC	Nov 19, 2014	Dec 11, 2014	22	Firm change	Other
SCOUT INVESTMENTS, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Feb 14, 2014	Jun 17, 2014	123	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168793:140195:KS:2016-01-21	Jan 21, 2016	Jan 23, 2015	LEAWOOD, KS	Firm change after gap

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
Jan 23, 2015 to Nov 19, 2024factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 31, 2017 to Mar 31, 2018factForm ADV
→ FIRSTPOINT FINANCIAL, LLCRegistered adviserregistration: previous registration
Apr 14, 2015 to Mar 22, 2017factForm ADV
→ FIRSTPOINT FINANCIAL, LLCRegistered adviserregistration: previous registration
Dec 11, 2014 to Jan 21, 2016factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jun 17, 2014 to Nov 19, 2014factForm ADV
→ SCOUT INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 24, 2013 to Feb 14, 2014factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
Jason Wesley Craine left Mariner for Firstpoint Financial, Llc (registered 2015-04-14)
Form ADVobserved 5 days ago