John R Mclane
Professional Summary
John R Mclane, who also goes by Jack Robert Mclane, is a registered financial advisor currently at HAMILTON LANE SECURITIES LLC located in Conshohocken, Pennsylvania. John is registered as a RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack Robert Mclane
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
HAMILTON LANE SECURITIES LLC
Contact Information
Main Address
110 Washington Street Suite 1300, Conshohocken, PA 19428Mailing Address
110 Washington Street Suite 1300, Conshohocken, PA 19428Phone Number
(610) 934-2222Established
Delaware since 08/17/2015Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John R Mclane's CRS (Customer Relationship Summary).
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