Jeffrey LaneCRD Number: 2987012
Current Firm: Edward Jones
Jeffrey Lane (CRD# 2987012) is an Investment Advisor Representative working at Edward Jones in Sierra Vista, AZ and has over 20 years of experience in the finance industry.
Agnew Capital Management LLC
Bbva Wealth Solutions Inc.
|Edward D. Jones & Company, LP||Sierra Vista, AZ||Oct 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY