John M. Schibli

LANE GENERATIONAL LLC

Steamboat Springs, CO

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CRD#: 6648712

Professional summary

John Mark Schibli Jr., who also goes by John Mark Schibli, is a registered financial advisor currently at LANE GENERATIONAL LLC located in Steamboat Springs, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Mark Schibli

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.

Name: Wreath, Inc.; Non-investment related; Address: 217 Red Tail Ln, Charlotte, VT 05445; Nature: Digital Card Sharing Platform; Position/Title: Co-Founder & CEO; Start Date: 7/2021; Approximately 15 hours devoted per month, 0 hours during securities trading hours; Duties: Oversee development team's progress periodically & lead go-to-market strategy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Schibli Jr.'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®

None

Experience

Current

August 28, 2020 - Present

LANE GENERATIONAL LLC

RIA

CRD#: 309619

Steamboat Springs, CO

Past

April 15, 2019 - September 3, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BOSTON, MA

Past

February 26, 2019 - September 3, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BOSTON, MA

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".

LANE GENERATIONAL LLC

LANE GENERATIONAL | LANE GENERATIONAL LLC

CRD#: 309619 / SEC#: 801-119363

RIA

Registered Investment Advisory firm - (8/24/2020 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

Colorado
(10/9/2025)

IAR

Massachusetts
(8/28/2020)

IAR

Texas
(11/12/2021)

IAR

Vermont
(11/10/2021)

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: 3/26/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/26/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/7/2019

Securities Industry Essentials Examination

Current Firm

LANE GENERATIONAL LLC

LANE GENERATIONAL | LANE GENERATIONAL LLC

CRD#: 309619 / SEC#: 801-119363

RIA

Registered Investment Advisory firm - (8/24/2020 Approved)

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Contact information

Main Address

Dover, MA

Mailing Address

Phone number

(617) 865-3949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANE ADV 2A (2/27/2025)

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 118,330,440

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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John M. Schibli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Schibli Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LANE GENERATIONAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

LANE GENERATIONAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2019

Series 7TO

Date: 2/26/2019

SIE

Date: 1/7/2019

Current Firm

LANE GENERATIONAL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANE GENERATIONAL LLC

TRUST BUT VERIFY

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