Jason LaneCRD Number: 6093212
Current Firm: Vance Wealth
Jason Lane (CRD# 6093212) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 10 years of experience in the finance industry.
Wealth Management Partners Of Los Angeles
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Vance Wealth, Inc.||Santa Clarita, CA||Sep 2020 - Current||1|
|Raymond James Financial Services, Inc.||Santa Clarita, CA||Dec 2018 - Oct 2020||1|
|Raymond James Financial Services Advisors, Inc.||Santa Clarita, CA||Sep 2018 - Oct 2020||2|
|Raymond James Financial Services, Inc.||Santa Clarita, CA||Aug 2018 - Sep 2018||< 1|
|Clear Structure Financial Technology||Danbury, CT||Feb 2014 - Jul 2018||4|
|Unemployed||Valencia, CA||Oct 2013 - Feb 2014||< 1|
|Albert Einstein Academy||Valencia, CA||Jul 2013 - Oct 2013||< 1|
|Dorsey Wright Money Management||Pasadena, CA||Jun 2012 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management506MILLIONS
Total Number of Accounts1,118ACCOUNTS
Average Account Value$452,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, TX
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