Aaron Robert Lane

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Edward Jones
  St Louis, MO
• 01/2021 → 08/2022
  Burgess & Niple
  Columbus, OH
• 10/2016 → 01/2021
  Ohm Advisors
  Columbus, OH
• 04/2012 → 10/2016
  Gpd Group
  Columbus, OH

Other Businesses

Lane & DeVault Investments, LLC Type of business: Real Estate Investment Dublin, OH Start date: 3/17/2020 Title: Partner Hours per week: 0 Hours during trading: 0 Desc: We purchased and sold 2 rental properties in the last 2 years. Currently we have to properties to our names and require no additional effort for this business.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17