Jason P. Lane

VANCE WEALTH

Santa Clarita, CA 91350

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CRD#: 6093212

Professional summary

Jason Paul Lane, AIF® is a registered financial advisor currently at VANCE WEALTH located in Santa Clarita, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jason has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Single Mothers Church Non Profit 11/2012 0-5 Hours per week 0 Hours during trading time, Board Member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Lane's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 22, 2020 - Present

VANCE WEALTH

Office #1: 26491 Summit Circle, Santa Clarita, CA 91350

RIA

CRD#: 310162

Santa Clarita, CA

Past

December 12, 2018 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SANTA CLARITA, CA

Past

September 20, 2018 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SANTA CLARITA, CA

Past

July 30, 2012 - July 10, 2013

DORSEY, WRIGHT & ASSOCIATES, LLC

RIA

CRD#: 104925

PASADENA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VANCE WEALTH

ADVANCED 401K SOLUTIONS | VANCE WEALTH, LLC | VANCE WEALTH, INC. | VANCE WEALTH GROUP, INC. | VANCE WEALTH

CRD#: 310162 / SEC#: 801-119423

RIA

Registered Investment Advisory firm - (9/9/2020 Approved)

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
(9/22/2020)

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: 12/6/2018

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/27/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2018

General Securities Representative Examination

Current Firm

VANCE WEALTH

ADVANCED 401K SOLUTIONS | VANCE WEALTH, LLC | VANCE WEALTH, INC. | VANCE WEALTH GROUP, INC. | VANCE WEALTH

CRD#: 310162 / SEC#: 801-119423

RIA

Registered Investment Advisory firm - (9/9/2020 Approved)

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Contact information

Main Address

26491 Summit Circle, Santa Clarita, CA 91350

Mailing Address

Phone number

(888) 775-0950

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANCE WEALTH DISCLOSURE BROCHURE (9/11/2025)

Regulatory assets under management

Total Number of Accounts	1,481
AUM (Assets Under Management)	$ 736,109,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Jason P. Lane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Lane's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

DORSEY, WRIGHT & ASSOCIATES, LLC

Primary Firm SEC Registration

VANCE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2018

Series 65

Date: 7/27/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2018

Current Firm

VANCE WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANCE WEALTH

TRUST BUT VERIFY

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