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Investment adviser representative · Trek Financial

Jessica Lane

CRD 7904838 · Tacoma, WA

At a glance

Jessica Lane is an investment adviser representative with Trek Financial in Tacoma, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jessica’s SEC record dates to 2024, about 2 years ago.

Current advisory firm

  • Trek FinancialSince April 2024Tacoma, WA · $2.8B in regulatory assets

SEC adviser record

Registered since
2024 (2 years)
Designations
None on file
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jessica’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Trek Financial

Every advisor at Trek Financial →Trek Financial: assets, clients and custodians →Financial advisors in Tacoma, WA →Advisor Moves: who changed firms this week →