Jason B. Owyang

LANES WEALTH MANAGEMENT LLC

IRVINE, CA 92612

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CRD#: 4674589

Professional summary

Jason Bryan Owyang, CFP®, who also goes by Jason Owyang, is a registered financial advisor currently at LANES WEALTH MANAGEMENT LLC located in Irvine, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Owyang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bryan Owyang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 17, 2018 - Present

LANES WEALTH MANAGEMENT LLC

Office #1: 2102 Business Center Drive Suite 130, Irvine, CA 92612

RIA

CRD#: 7556

IRVINE, CA

Past

August 4, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/13/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/1/2003

General Securities Representative Examination

Current Firm

LANES WEALTH MANAGEMENT LLC

CRD#: 291381 / SEC#:

California

Registered Investment Advisory firm - (1/17/2018 Approved)

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Contact information

Main Address

2102 Business Center Drive Suite 130, Irvine, CA 92612

Mailing Address

Phone number

(949) 436-8578

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 73,037,519

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason B. Owyang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bryan Owyang's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2003

SIE

Date: 7/2/2018

Series 31

Date: 10/13/2003

Series 7

Date: 8/1/2003

Current Firm

LANES WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LANES WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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