John
Lane

Lion Street Advisors, LLC

CRD#5996861
Investment Advisor
in San Ramon, CA

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About this Advisor

John Lane is a certified financial planner who works out of San Ramon, California, with 2 years of industry experience. Lane currently works for Lion Street Advisors, LLC. Their career trajectory has included roles at David White & Associates, Ameritas Life Insurance Corp, Ameritas Investment Corp, How To Graduate From College Debt Free, Delgado Lane, Lion Street Financial and Lion Street Advisors. Lane holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Lion Street Advisors, LLC is a company based in Austin, TX. The investment advisory business has offices in 27 locations and a total of 146 financial advisors. It oversees $1 billion in assets between its 4,709 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 4,709 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Lion Street Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2404 San Ramon Valley Blvd Ste 200
San Ramon, CA 94583

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$1,401,128,630

CA Average: $3,042,739,679
Total Number of Employees

146

CA Average: 49
Total Number of Accounts

4,709

CA Average: 2,315
Average Account Size

$297,543

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Lane Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lion Street Financial

2021 - Present (3 years)

Lion Street Advisors

2018 - Present (6 years)

Delgado Lane

2009 - Present (15 years)

How To Graduate From College Debt Free

2011 - 2021 (10 years)

David White & Associates

2011 - 2021 (10 years)

Ameritas Life Insurance Corp

2011 - 2021 (10 years)

Ameritas Investment Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lion Street Advisors, LLC

Nicholas Bowman
Austin, TX
Mallory Hall
Bellevue, WA
George Papanier
Philadelphia, PA
John Burmeister
Austin, TX
Michael Fennessy
Lake Oswego, OR
Nichole Zahner
Eugene, OR
Miguel Delgado
Austin, TX
Jessica Plath
Tyler, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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