Jason Lane Location
- Stevenson Ranch, CA, US
Jason Lane Work
- 2025 - now Senior Wealth Advisor @
- 2018 - now Wealth Advisor @
- 2014 - 2018 Director of Asset Management Sales, North America - Western States @
- 2013 - 2013 Chief Financial Officer and Controller @ AEALAS
- 2012 - 2013 Wealth Advisor @ Dorsey Wright Money Management
- 2011 - 2012 Senior Sales Executive - US Western Region @
- 2010 - 2011 Director, Business Development @
- 2008 - 2010 Regional Sales and Marketing Director @ Providence Financial Company
- 2005 - 2008 Senior Portfolio Analyst @
- 2000 - 2005 Director, Client Service @ Atlantic Asset Management
Jason Lane Education
- Western Connecticut State University
MBA (Management and Marketing)
2003 - 2005 - Oregon State University
BS (Finance)
1992 - 1996
Jason Lane Summary
- Jason Lane, based in Stevenson Ranch, CA, US, is currently a Senior Wealth Advisor at VANCE WEALTH. Jason Lane brings experience from previous roles at VANCE WEALTH, ClearStructure Financial Technology, AEALAS and Dorsey Wright Money Management. Jason Lane holds a 2003 - 2005 MBA in Management and Marketing @ Western Connecticut State University.
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Top VANCE WEALTH Employees
Jerrod Ferguson
Partner
Santa Clarita, CA, US
John Vance
Founder and CEO
Santa Clarita, CA, US
Lisa Freeman-Maloney
Director of Business Operations, Chief Compliance Officer
Santa Clarita, CA, US
Robin Strauss
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Los Angeles, CA, US
Carrisa Flores
Wealth Advisor
Los Angeles, CA, US
Tyler Tilton
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Newport Beach, CA, US
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