Jason Lane, financial advisor Santa Clarita CA

Jason Lane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason P. Lane
Phone Number: 888-775-0950
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    506
    MILLIONS
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $452,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, TX

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