Jacob Harman Florence

Employer firm

Lane Florence, LLC CRD 144916

14 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• PORTFOLIO CONSULTATIONS FOR INDIVIDUALS AND BUSINESSES

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

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

Current Employers

Employment History

• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2023 → 10/2023
  N/A
  Los Altos Hills, CA
• 03/2016 → 07/2023
  Federal Aviation Administration
  Fremont, CA
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2025 → Present
  Lane Florence, Llc
  Folsom, CA

Other Businesses

1) LW & AT HARMAN FOUNDATION, 7838 RIVER OAKS CIRCLE SANDY UT, 01/2024, TREASURER, BOARD MEMBER OF A NON-PUBLIC ENTITY, NIR, 3 HR/MO 0 HR/MO TRADING 2) LANE FLORENCE LLC, 110 BLUE RAVINE DR STE 209, 01/2024, FOLSOM CA, W2 EMPLOYEE, SECURITIES DBA, INV REL, 40 HR/MO 40 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 04/2024, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 4) JACOB FLORENCE, 110 Blue Ravine Suite 209, Folsom CA 95630, United States, 04/22/2026, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2024-04-18

Other Names

• Jake Florence