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Jason Paul Lane

Vance Wealth

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About Jason Paul Lane

Jason Lane is a registered investment advisor representative with Vance Wealth. Jason is also a licensed investment advisor in the state of California. Jason has been in the financial services industry since February 2014. Jason has experience in both the investment advisory and brokerage industries. Jason has worked for Raymond James Financial Services, Inc. and Vance Wealth, Inc. Jason holds the Series 65, Series 66 and Series 7 securities licenses. Jason's current registration is with Vance Wealth, Inc.

Firm Information

Jason Lane is currently registered with Vance Wealth. Vance Wealth is an investment advisory firm headquartered in SANTA CLARITA, CA. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. They manage approximately $670,810,625 in assets for 1,345 clients. They serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Vance Wealth

26491 SUMMIT CIRCLE

SANTA CLARITA, CA 91350

$670.81M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Jason Lane’s Registration & Firm History

CA

09/22/2020 - Present

Vance Wealth (SANTA CLARITA CA)

CA

09/20/2018 - 10/02/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA CLARITA CA)

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Licenses & Designations

BOTH

Issued 12/06/2018

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Paul Lane.
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