John Lane has been an investment adviser representative at Legacy Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
John Lane is Senior Wealth Advisor of Legacy Wealth Management. After nearly a decade in the wealth management industry, he works with high-net-worth individuals and business owners, with a team of advisors providing personal and business financial planning, tax planning, estate planning and investment advisory services. His focus is on mitigating taxes, and he collaborates with tax and legal advisors.
John Lane’s longest registration was 8 years at Ameritas Advisory Services (2013–2021). Before joining Legacy Wealth Management in 2023, John Lane was registered through Lion Street Advisors, LLC and Ameritas Advisory Services.
- – present · 3 yearsMeridian, ID · Adviser representative · Firm CRD 174767
- Lion Street Advisors, LLC– · 2 yearsSan Ramon, CA · Adviser representative · Firm CRD 167610
- Ameritas Advisory Services– · 8 yearsSan Ramon, CA · Adviser representative · Firm CRD 14869
Professional designations
Listed by Legacy Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Lane is registered as an investment adviser representative in Idaho, since October 2023.
- IdahoSince 23 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 21 December 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John D Lane
- CRD
- 5996861
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Meridian, ID
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacywealthmg.com
Where does John Lane work?
John Lane is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is John Lane a financial advisor?
Yes. John Lane has a current investment-adviser registration in Idaho, through Legacy Wealth Management since October 2023.
How many years of experience does John Lane have?
John Lane has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has John Lane passed?
John Lane has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 2011. FINRA credited John Lane with the SIE, which began in October 2018.
Where did John Lane work before Legacy Wealth Management?
Before Legacy Wealth Management, John Lane was registered through Lion Street Advisors, LLC, May 2021 to October 2023; Ameritas Advisory Services, April 2013 to May 2021.
Where is John Lane based?
John Lane’s registered office is in Meridian, ID.
Is John Lane registered with FINRA?
No. John Lane has no current broker registration.
Is John Lane a CFP?
Legacy Wealth Management lists John Lane with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Lane’s record?
Search CRD 5996861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Lane’s full registration record.
