JL
CFP
JL
CFP

John D Lane

14 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

Meridian, ID

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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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Other Business Activities

John is the author of a book and receives royalties, and also owns bitcoin mining machines. He also owns a basketball skills program, donating minimal time currently but potentially a few hours per week in the future.

Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Lion Street Advisors, LLC
May 2021 - October 2023 · 2 yrs 5 mos
Lion Street Financial, LLCBroker
May 2021 - October 2023 · 2 yrs 5 mos
Ameritas Advisory Services
April 2013 - May 2021 · 8 yrs 1 mo
Ameritas Investment Company, LLCBroker
November 2011 - May 2021 · 9 yrs 6 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.