Jason Lane has been an investment adviser representative at Vance Wealth since September 2020, and is not listed among the firm’s executive officers or direct owners. Jason Lane holds a B.S. in Finance from Oregon State University and an M.B.A. from Western Connecticut State University.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Jason Lane is Senior Wealth Advisor at Vance Wealth. He helps clients plan for every aspect of their financial future, from investing and tax strategy to estate planning and retirement savings. He specializes in financial planning for small business owners as well as 401(k) plan design and other retirement solutions, and has experience in sales, technology and asset management.
Jason Lane’s longest registration is the current one, 6 years at Vance Wealth since 2020. Before joining Vance Wealth in 2020, Jason Lane was registered through Raymond James Financial Services Advisors, Inc and Dorsey Wright Money Management.
- Raymond James Financial Services Advisors, Inc– · 1 yearSanta Clarita, CA · Adviser representative · Firm CRD 149018
- Dorsey Wright Money Management– · under a yearPasadena, CA · Adviser representative · Firm CRD 104925
Investment adviser representative registrations
Jason Lane is registered as an investment adviser representative in California, since September 2020.
- CaliforniaSince 22 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 September 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Paul Lane
- CRD
- 6093212
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simplify-365.com
Where does Jason Lane work?
Jason Lane is an investment adviser representative registered through Vance Wealth, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jason Lane a financial advisor?
Yes. Jason Lane has a current investment-adviser registration in California, through Vance Wealth since September 2020.
How many years of experience does Jason Lane have?
Jason Lane has 9 years in the financial industry, since October 2017, across 3 adviser firms.
What exams has Jason Lane passed?
Jason Lane has passed 3 licensing exams: the Series 65, Series 7 and Series 66. The earliest, the Series 65, was passed in July 2012. FINRA credited Jason Lane with the SIE, which began in October 2018.
Where did Jason Lane work before Vance Wealth?
Before Vance Wealth, Jason Lane was registered through Dorsey Wright Money Management, July 2012 to July 2013.
Where is Jason Lane based?
Jason Lane’s registered office is in Santa Clarita, CA.
Is Jason Lane registered with FINRA?
No. Jason Lane has no current broker registration.
How can I verify Jason Lane’s record?
Search CRD 6093212 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lane’s full registration record.
