Jennifer P. Lane
Professional summary
Jennifer Potter Lane, CFP®, who also goes by Jennifer P Lane, Jennifer Jill Potter, is a registered financial advisor currently at COMPASS PLANNING ASSOCIATES, INC. located in Greenfield, Massachusetts.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jennifer has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Potter Lane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
February 23, 2003 - Present
COMPASS PLANNING ASSOCIATES, INC.
October 18, 1996 - December 31, 1997
COMMONWEALTH FINANCIAL NETWORK
May 10, 1994 - November 14, 1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
May 10, 1994 - November 14, 1996
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
COMPASS PLANNING ASSOCIATES, INC.
CRD#: 128014 / SEC#: 801-129110
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2003)
(6/3/2020)
Exams
Current Firm
COMPASS PLANNING ASSOCIATES, INC.
CRD#: 128014 / SEC#: 801-129110
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 199,540,863 |
Red Flags
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