Jason Lane, AIF®

Wealth Advisor

Jason learned at a young age to “save a little and spend a little.” With this understanding, he’s found the perfect fit at Vance Wealth – focusing his efforts on Advanced 401k Solutions where he loves showing clients, particularly first-time investors, how saving in a 401k can create a path to financial security.

Jason starting his first job at the age of 8 cleaning offices for his Father’s various business lines. A successful business owner and entrepreneur, Jason’s dad was the inspiration behind his passion for saving. At the young age of 10, Jason first started investing in the stock market and immediately fell in love with all things related to the markets and finance. He embarked on a lifelong career in the financial industry gaining vast experience in varying facets including sales, technology and asset management.

Having spent much of his life around small businesses, Jason is excited to be devoting his time to helping small business owners and their employees receive a 401k plan designed to help meet their unique goals and needs. He works one-on-one with each owner and employee to help them understand their 401k plan and encourage regular saving patterns.

Jason lives with his wife and three children in Stevenson Ranch and enjoys coaching his children’s basketball and soccer teams. He earned his B.S. in Finance from Oregon State University and an M.B.A. from Western Connecticut State University. Although he’s a loyal Beaver’s fan, he’s now found himself a fan of USC football being his nephew is a member of the team. With a large UCLA following in the Vance Wealth office, his new rooting interest has created a fun and competitive rivalry amongst his colleagues.