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Jason E Lang

Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Commonwealth Financial NetworkJul 2022 to now
  2. DmiMar 2021 to Jul 2022
  3. First American Insurance UnderwritersMar 2020 to Mar 2021
  4. Dmi MarketingSep 2017 to Mar 2020
  5. Ameritas Investment CorpApr 2017 to Sep 2017
  6. Ameritas Life Insurance CorpFeb 2017 to Sep 2017
  7. Symetra Securities Inc.Dec 2015 to Feb 2017
  8. Symetra Life Insurance Co. Inc.Nov 2015 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MA).

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3211797
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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