Austin Lane, financial advisor San Antonio TX
93 score

Austin Lane

CRD Number: 6054083
Current Firm: J.p. Morgan Securities LLC

Austin Lane (CRD# 6054083) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 5 years of experience in the finance industry.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Score
78
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Score
103
Similar Advisors
Neil Vannoy, financial advisor San Antonio TX
Neil R. Vannoy
CRD# 4131344
Vannoy Advisory Group, Inc.
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC San Antonio, TX Jun 2017 - Current < 1
American Funds San Antonio, TX Sep 2015 - Jun 2017 1
Jp Morgan Securities Bakersfield, CA Nov 2013 - Aug 2015 1
Jp Morgan Securities Paso Robles, CA Oct 2012 - Oct 2013 1
Chase Investment Services Corp Paso Robles, CA Mar 2012 - Oct 2012 < 1
Chase Bank Paso Robles, CA May 2011 - May 2012 1
Heritage Oaks Bancorp Paso Robles, CA Aug 2010 - May 2011 < 1
Unemployed Paso Robles, CA Jun 2010 - Aug 2010 < 1
San Diego State University San Diego, CA Aug 2006 - May 2010 3
Golfsmith San Diego, CA Apr 2007 - Dec 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Austin A. Lane
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.