Lane M. Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Lane M. Jones, CFP®

, CFA

Chief Investment Officer

Evensky & Katz / Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
FINANCIAL ADVISOR'S WEBSITE
(305) 448-8882

General

Lane Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evensky & Katz / Foldes Financial Wealth Management in Coral Gables, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

More

Helpful Financial Planning Resources