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Management Committee Member, Chief Investment Officer · Evensky & Katz/foldes Wealth Management

Lane M. Jones

CRD 3050482 · Named on Form ADV at one SEC-registered adviser

At a glance

Evensky & Katz/foldes Wealth Management, an SEC-registered wealth manager based in Coral Gables, FL with $3.2 billion in regulatory assets, lists Lane M. Jones on its Form ADV as Management Committee Member, Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Lane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • David S. EvenskyManagement Committee Member, Evensky & Katz/foldes Wealth Management
  • Matthew A McGrathManagement Committee Member, Managing Partner, Evensky & Katz/foldes Wealth Management
  • Brett D. HorowitzWealth Manager, Evensky & Katz/foldes Wealth Management
  • David L. GarciaManagement Committee Member, Evensky & Katz/foldes Wealth Management
  • Taylor M. GangManagement Committee Member, Evensky & Katz/foldes Wealth Management

3 more people named with Lane on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.