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Jeffrey J. Lane

Edward Jones

Sierra Vista, AZ

CRD 2987012

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-15
TX RA APPROVED_RES 2014-10-01
  • AZ RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED_RES
    Since 2014-10-01

Branch Locations

3410 Canyon De Flores Ste D, Sierra Vista, AZ 85650-5372 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Sierra Vista AZ 10/1997 Present
  • 10/1997 → Present
    Edward D. Jones & Co., L.P.
    Sierra Vista, AZ
Other Businesses

Broyleslane Enterprise, LLC Type of business: Rental Sierra Vista, AZ Start date: 1/1/2026 Member Hours per week: 1 Hours during trading: 0 Collecting Rent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-23
  • S63 Uniform Securities Agent State Law Examination
    1998-01-23
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey James Lane

View on SEC IAPD

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