Jason Lane Email & Phone Number
Senior Wealth Advisor @ VANCE WEALTH
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Jason Lane Location
- Stevenson Ranch, CA, US
Jason Lane Work
- Senior Wealth Advisor @ (April 2025 - Present)
- Wealth Advisor @ (August 2018 - Present)
- Director of Asset Management Sales, North America - Western States @ (February 2014 - July 2018)
- Chief Financial Officer and Controller @ AEALAS (July 2013 - October 2013)
- Wealth Advisor @ Dorsey Wright Money Management (June 2012 - June 2013)
- Senior Sales Executive - US Western Region @ (April 2011 - June 2012)
- Director, Business Development @ (January 2010 - April 2011)
- Regional Sales and Marketing Director @ Providence Financial Company (May 2008 - January 2010)
- Senior Portfolio Analyst @ (June 2005 - May 2008)
- Director, Client Service @ Atlantic Asset Management (January 2000 - January 2005)
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. Jason Lane has 3 emails and 4 mobile phone numbers on RocketReach.
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