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Jason Bryan Owyang

Lanes Wealth Management LLC

Irvine, CA

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Current Employers
Lanes Wealth Management Llc

2102 Business Center Drive Suite 130, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-17
  • CA RA
    APPROVED
    Since 2018-01-17

Branch Locations

2102 Business Center Drive Suite 130, Irvine, CA 92612 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Investments Irvine CA 11/2012 10/2017
Lanes Wealth Management Llc Aliso Viejo CA 11/2017 Present
Securities America, Inc. Aliso Viejo CA 01/2018 06/2018
  • 11/2012 → 10/2017
    Fidelity Investments
    Irvine, CA
  • 11/2017 → Present
    Lanes Wealth Management Llc
    Aliso Viejo, CA
  • 01/2018 → 06/2018
    Securities America, Inc.
    Aliso Viejo, CA
Previous Registrations
  • 2012-12-04 → 2017-10-13
    Strategic Advisers Llc
    Irvine, CA
  • 2010-04-01 → 2012-11-28
    Centaurus Financial, Inc.
    Irvine, CA
    Anaheim, CA
    Aliso Viejo, CA
    Costa Mesa, CA
  • 2009-06-01 → 2010-04-12
    Morgan Stanley
    Irvine, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Irvine, CA
  • 2003-08-25 → 2007-04-02
    Morgan Stanley Dw Inc.
    Irvine, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-22
  • S66 Uniform Combined State Law Examination
    2003-08-22
Designations
Other Names
  • Jason Owyang

View on SEC IAPD

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