Jason Donald Caperton

Employer firm

Oak Lane Advisors CRD 140612

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

Previous Registrations

• 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

Other Businesses

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

Exams

• 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