Jason Owyang
Jason Owyang is a CFP-designated registered investment advisor at Lanes Wealth Management LLC, based in Irvine, CA, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lanes Wealth Management charges a percentage of your portfolio's value annually for investment management. The annual fee generally ranges from 0.70% to 1.50%. The exact fee is negotiable and will be specified in your client agreement. Fees are billed quarterly, based on the average daily balance of your account over the last three months. Some clients may be charged a performance-based fee.
Location
2102 Business Center Drive, Suite 130, Irvine, CA, 92612
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2017Employment History
Current Registrations
Lanes Wealth Management LLC
Previous Registrations
Securities America, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.