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Jason Paul Lane

Vance Wealth

Santa Clarita, CA

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Current Employers
Vance Wealth

26491 Summit Circle, Santa Clarita, CA 91350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-10
  • CA RA
    APPROVED
    Since 2025-01-10

Branch Locations

26491 Summit Circle, Santa Clarita, CA 91350 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear Structure Financial Technology Danbury CT 02/2014 07/2018
Raymond James Financial Services, Inc Santa Clarita CA 12/2018 10/2020
Raymond James Financial Services, Inc Santa Clarita CA 08/2018 09/2018
Raymond James Financial Services Advisors, Inc. Santa Clarita CA 09/2018 10/2020
Vance Wealth, Inc. Santa Clarita CA 09/2020 Present
  • 02/2014 → 07/2018
    Clear Structure Financial Technology
    Danbury, CT
  • 12/2018 → 10/2020
    Raymond James Financial Services, Inc
    Santa Clarita, CA
  • 08/2018 → 09/2018
    Raymond James Financial Services, Inc
    Santa Clarita, CA
  • 09/2018 → 10/2020
    Raymond James Financial Services Advisors, Inc.
    Santa Clarita, CA
  • 09/2020 → Present
    Vance Wealth, Inc.
    Santa Clarita, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-06
S65 Uniform Investment Adviser Law Examination 2012-07-27
  • S66 Uniform Combined State Law Examination
    2018-12-06
  • S65 Uniform Investment Adviser Law Examination
    2012-07-27

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
AVINCI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KAMERIE JOY LARSEN
Natalia Carolina Avila
Robyn L Lawhon
Stephen Vincent Festa
JASON A GIETTER
Jeannette Harris
Michael Adam Wright
Willie Lopez

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA CLARITA, CA
MORGAN STANLEY · VALENCIA, CA
J.P. MORGAN SECURITIES LLC · VALENCIA, CA
AVINCI WEALTH MANAGEMENT, INC. · VALENCIA, CA
CETERA INVESTMENT ADVISERS LLC · VALENCIA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VALENCIA, CA
GLOBAL FINANCIAL ADVISORY SERVICES, INC. · VALENCIA, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Valencia, CA

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