Justin Robert Lane
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- Northwestern Mutual Investment Services LLCJul 2023 to Jan 2025
- Northwestern Mutual Life Insurance CompanyJun 2023 to Jan 2025
- Dream Homes By the SeaDec 2021 to May 2023
- Cal State NorthridgeMay 2018 to Dec 2021
- Socal ValetAug 2017 to Mar 2018
- Golf Development ComplexJan 2017 to Jan 2021
- The Lee GroupJan 2017 to Jan 2021
- Moorpark Community CollegeSep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7738678
- Firm CRD
- 19616