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Jason Caperton

Oak Lane Advisors
25 Years of Experience
Centerville, UT
View SEC Summary
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Jason Caperton is a registered investment advisor at Oak Lane Advisors, based in Centerville, UT, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 932 clients with $450M in assets under management.

Oak Lane Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
932 clients
Average Client Portfolio
$479K average
Assets Under Management
$446.3M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+0.90%

Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oak Lane Advisors
May 2026 - Present · 5 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
July 2023 - May 2026 · 2 yrs 10 mos
Advice and Planning Services
November 2014 - July 2023 · 8 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2014 - July 2023 · 8 yrs 8 mos
Transamerica Retirement Advisors, INC.
August 2014 - October 2014 · 2 mos
Transamerica Investors Securities CorporationBroker
March 2011 - October 2014 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
January 2008 - January 2011 · 3 yrs
Strategic Advisers, INC.
October 2007 - January 2011 · 3 yrs 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
May 2007 - January 2008 · 8 mos
Wells Fargo Investments, LLCBroker
October 2003 - April 2007 · 3 yrs 6 mos
Wells Fargo Investments, LLC
October 2003 - April 2007 · 3 yrs 6 mos
Strategic Advisers, INC.
October 2001 - May 2003 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
June 2000 - April 2003 · 2 yrs 10 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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