John D Lane IV
Investment Adviser Representative at Legacy Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John D. Lane IV is an investment adviser representative with Legacy Wealth Management, LLC in Meridian, ID, where they have been registered since 2023. They have worked in the securities industry since 2011 and have been registered with 3 firms, including LION Street Advisors, LLC and Ameritas Advisory Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- David White & AssociatesFeb 2011 – May 2021San Ramon, CA
- Ameritas LIFE Insurance CorpAug 2011 – May 2021Lincoln, NE
- Ameritas Investment CorpNov 2011 – May 2021Lincoln, NE
- HOW TO Graduate FROM College DEBT FREEJun 2009 – no end date reportedHayward, CA
- Delgado LaneJan 2018 – Oct 2023San Ramon, CA
- LION Street FinancialMay 2021 – Oct 2023San Ramon, CA
- LION Street AdvisorsMay 2021 – Oct 2023San Ramon, CA
- Legacy Wealth Management, LLCOct 2023 – no end date reportedBoise, ID
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 52
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Boise, ID
- SEC file number:
- 801-113480
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John D Lane IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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