JF
JF

Jacob Harman Florence

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
14 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

110 Blue Ravine Dr., Ste. 209, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is the treasurer and board member of LW & AT Harman Foundation, dedicating minimal time. He is also a W2 employee at Lane Florence LLC and an administrative rep of a RIA, CIRA, dedicating about a quarter and about half of his time respectively.

Employment History
Current Registrations
Lane Florence, LLC
February 2025 - Present · 1 yr
Cambridge Investment Research Advisors, INC.
April 2024 - Present · 1 yr 10 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.