JP
Jennifer Potter Lane
CRD 2472087
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Compass Planning Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Compass Planning Associates, Inc.
President / Cco · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗