Jason Donald Caperton

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-05-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Oak Lane Advisors	Centerville	UT	05/2026	Present
Tiaa	Salt Lake City	UT	10/2014	06/2023
Tiaa-Cref Individual & Institutional Services, Llc	Salt Lake City	UT	10/2014	06/2023
Adp Broker-Dealer, Inc.	Salt Lake City	UT	07/2023	05/2026
Adp, Inc.	Salt Lake City	UT	07/2023	05/2026

05/2026 → Present

Oak Lane Advisors

Centerville, UT
10/2014 → 06/2023

Tiaa

Salt Lake City, UT
10/2014 → 06/2023

Tiaa-Cref Individual & Institutional Services, Llc

Salt Lake City, UT
07/2023 → 05/2026

Adp Broker-Dealer, Inc.

Salt Lake City, UT
07/2023 → 05/2026

Adp, Inc.

Salt Lake City, UT

2014-11-05 → 2023-07-10

Tiaa-Cref Individual & Institutional Services, Llc

Salt Lake City, UT

Layton, UT

Glendale, CO

Seattle, WA

Layton, UT
2014-08-25 → 2014-10-15

Transamerica Retirement Advisors, Llc

North Salt Lake, UT
2007-10-09 → 2011-01-27

Strategic Advisers Llc

Salt Lake City, UT
2003-10-22 → 2007-04-02

Wells Fargo Investments, Llc

Salt Lake City, UT

Salt Lake City, UT
2001-10-25 → 2003-05-02

Strategic Advisers Llc

Salt Lake City, UT

INSURANCE; AGENT. INVESTMENT RELATED, YEAR STARTED 2018, RECEIVES INSURANCE COMMISSIONS.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-21
S66	Uniform Combined State Law Examination	2001-09-11
S63	Uniform Securities Agent State Law Examination	2000-06-08

Other Firms