Jennifer Lane has been President / CCO of Compass Planning Associates since January 2005, is a control person of the firm and directly owns 75% or more of it.
Compass Planning Associates, Inc. is a firm with $214M under management, 72 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Jennifer Lane is Founder and Financial Advisor of Compass Planning Associates, which she founded in 1996. She is a former pilot and flight-training executive. She co-hosted the finance radio program "Financially Speaking" on the Money Matters Radio Network for four years and served from 2002-2004 as president of New England Women Business Owners.
- – present · 23 yearsGreenfield, MA · Adviser representative · Firm CRD 128014
Professional designations
Listed by Compass Planning Associates
- CFP®
Investment adviser representative registrations
Jennifer Lane is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2003; the most recent is Texas, in June 2020.
- MassachusettsSince 23 February 2003
- TexasResidentSince 3 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 1996 |
| Series 7 | General Securities Representative Examination | 9 May 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jennifer Potter Lane
- CRD
- 2472087
- Firm
- Compass Planning Associates · CRD 128014
- Role
- President / CCO
- Office
- Greenfield, MA
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassplanning.com
Where does Jennifer Lane work?
Jennifer Lane has been President / CCO of Compass Planning Associates, Inc. since January 2005, and is a control person of the firm.
Is Jennifer Lane a financial advisor?
Yes. Jennifer Lane has a current investment-adviser registration in Massachusetts and Texas, through Compass Planning Associates since February 2003.
How many years of experience does Jennifer Lane have?
Jennifer Lane has 23 years in the financial industry, since February 2003, across 1 adviser firm.
What exams has Jennifer Lane passed?
Jennifer Lane has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1994.
Where is Jennifer Lane based?
Jennifer Lane’s registered office is in Greenfield, MA.
Is Jennifer Lane registered with FINRA?
No. Jennifer Lane has no current broker registration.
Is Jennifer Lane a CFP?
Compass Planning Associates lists Jennifer Lane with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jennifer Lane’s record?
Search CRD 2472087 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Lane’s full registration record.