John Schibli has been COO and Director of Investment Research of Lane Generational since July 2023, is a control person of the firm and directly owns under 5% of it. John Schibli holds a BA in Economics from Middlebury College.
Lane Generational LLC is a firm with $139M under management, 50 clients and 2 advisers across 3 offices, as of its May 2026 filing.
Jack Schibli is COO and Director, Investment Strategy & Research of Lane Generational. As Chief Operating Officer, he leads and oversees the day-to-day activity at the firm. He also leads research and co-manages investment strategies alongside Frederick Lane. Earlier, he was a Wealth Management Analyst at Raymond James.
John Schibli’s longest registration is the current one, 6 years at Lane Generational since 2020. Before joining Lane Generational in 2020, John Schibli was registered through Raymond James & Associates, Inc.
- Lane Generational LLCCurrent– present · 6 yearsSteamboat Springs, CO · Adviser representative · Firm CRD 309619
- Raymond James & Associates, Inc.– · 1 yearBoston, MA · Adviser representative · Firm CRD 705
Investment adviser representative registrations
John Schibli is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2020; the most recent is Colorado, in October 2025.
- ColoradoSince 9 October 2025
- MassachusettsSince 28 August 2020
- TexasResidentSince 12 November 2021
- VermontSince 10 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 March 2019 |
| Series 7TO | General Securities Representative Examination | 26 February 2019 |
| SIE | Securities Industry Essentials Examination | 7 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Mark Schibli
- CRD
- 6648712
- Firm
- Lane Generational · CRD 309619
- Role
- COO and Director of Investment Research
- Office
- Steamboat Springs, CO
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanegenerational.com
Where does John Schibli work?
John Schibli has been COO and Director of Investment Research of Lane Generational LLC since July 2023, and is a control person of the firm.
Is John Schibli a financial advisor?
Yes. John Schibli has a current investment-adviser registration in Colorado, Massachusetts, Texas and Vermont, through Lane Generational since August 2020.
How many years of experience does John Schibli have?
John Schibli has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has John Schibli passed?
John Schibli has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2019.
Where is John Schibli based?
John Schibli’s registered office is in Steamboat Springs, CO.
Is John Schibli registered with FINRA?
No. John Schibli has no current broker registration.
How can I verify John Schibli’s record?
Search CRD 6648712 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Schibli’s full registration record.
