Jason A. Lane,  CFP<sup>&reg;</sup> - Financial Advisor

Jason A. Lane, CFP®

AAMS®, CRPC®

Private Wealth Advisor / Managing Partner

Encompass Wealth Advisors

3600 Minnesota Drive, Suite 550
Edina, MN 55435
FINANCIAL ADVISOR'S WEBSITE
(952) 300-2332 CONNECT WITH Jason
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General

Jason Lane is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Encompass Wealth Advisors in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MN
  • Health/disability insurance: MN
  • Fixed annuities: MN
  • Variable annuities: MN

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Personal Taxes

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