Lane
Jones
Evensky & Katz/Foldes Wealth Management
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About this Advisor
Lane Jones is a certified financial planner and chartered financial analyst operating in Miami, Florida who has 18 years of industry experience. Jones is an advisor for Evensky & Katz/Foldes Wealth Management. Over the course of their career, Jones has held roles at Evensky & Katz/Foldes Financial and Evensky & Katz LLC. Jones maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Florida and Louisiana. Evensky & Katz/Foldes Wealth Management is a registered investment business based in Miami, FL. The investment advisory business has offices in two locations and a total of 38 financial advisors. It administers $3 billion in total assets among its 5,063 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 5,063 accounts, 50% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which services are offered. Fees charged by Evensky & Katz/Foldes Wealth Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evensky & Katz/Foldes Wealth Management Brokerage Details
$2,640,714,946
38
5,063
$521,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lane Jones Work History
Lane has been registered as a financial advisor for 18 years.*
Evensky & Katz/Foldes Financial
Evensky & Katz LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lane Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evensky & Katz/Foldes Wealth Management
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Lubbock, TX
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
