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.
| Title | President / Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2005 |