Jason Lane Email & Phone Number
Senior Wealth Advisor @ VANCE WEALTH
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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. Jason Lane has 3 emails and 4 mobile phone numbers on RocketReach.
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