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Dane Lehman

Edward Jones

Huntington, WV

CRD 7935734

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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
WV RA APPROVED 2024-08-27
  • WV RA
    APPROVED
    Since 2024-08-27

Branch Locations

402 8Th Street Suite 401, Huntington, WV 25701 • 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 Jones St Louis MO 06/2024 Present
Unemployed Huntington WV 11/2023 06/2024
Directv Huntington WV 10/2011 11/2023
  • 06/2024 → Present
    Edward Jones
    St Louis, MO
  • 11/2023 → 06/2024
    Unemployed
    Huntington, WV
  • 10/2011 → 11/2023
    Directv
    Huntington, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
  • S66 Uniform Combined State Law Examination
    2024-08-20
Other Names
  • Dane E Lehman

View on SEC IAPD

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BENJAMIN ALAN MCGINNIS
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Nearby Offices

MORGAN STANLEY · Huntington, WV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTINGTON, WV
LAYNE FINANCIAL GROUP · HUNTINGTON, WV

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