Jason Donald Caperton
Investment adviser representative at Oak Lane Advisors
12 yearsExperience
1 stateRegistered in
$446.3MFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Oak Lane AdvisorsMay 2026 to now
- Adp Broker-dealer, Inc.Jul 2023 to May 2026
- Adp, Inc.Jul 2023 to May 2026
- TIAAOct 2014 to Jun 2023
- TIAA-CREF Individual & Institutional Services, LLCOct 2014 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
Oak Lane Advisors
Legal name: Wealth Navigation, LLC
$446.3MAssets managed
932Clients
9Advisers
7 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
- 4159340
- Firm CRD
- 140612