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Jennifer Potter Lane

President / CcoCompass Planning Associates, Inc.CRD 2472087

About Jennifer Potter Lane

Jennifer Potter Lane is listed as President / Cco at Compass Planning Associates, Inc.. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Compass Planning Associates, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Potter Lane work?

Jennifer Potter Lane is listed as President / Cco at Compass Planning Associates, Inc. on SEC Form ADV.

How much of Compass Planning Associates, Inc. does Jennifer Potter Lane own?

Form ADV reports a beneficial ownership band of Over 75%.

Compass Planning Associates, Inc.

TitlePresident / Cco
OwnershipOver 75%
Control personYes
Since2005
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