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Jeffrey J. Lane

Advisor at Edward Jones — Sierra Vista, AZ Canyon De Flores

Updated today

Credentials

CFP®, Series 63

Experience

28 years

Location

Sierra Vista, AZ 85650-5372

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeffrey Lane is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds a Series 63 license and is based in Sierra Vista, Arizona. Edward Jones is a wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sierra Vista, AZ Canyon De Flores

3410 Canyon De Flores Ste D

Sierra Vista AZ 85650

Advisors at this office

2

Most active in

Arizona · Texas

Work history

28 years of industry experience

Edward D. Jones & CO., L.P.

1997 - Present • 29 years

Sierra Vista, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dallen H

CFP®, Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Dallen Haws is a CFP® with seven years of industry experience and serves as an advisor at Haws Financial Planning LLC since 2019. Prior to his current role, he held management responsibilities at Stronghold Steel, a rebar supply and fabrication company. He continues to be involved in managing operations at Stronghold Steel alongside his advisory work. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index funds and ETFs while integrating fundamental and technical analysis, and it coordinates tax and estate planning through affiliated professionals and third-party specialists.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
user avatar

Darren H

Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Darren Haws is a Series 65-licensed financial advisor with six years of industry experience, operating through Haws Financial Planning LLC in Sierra Vista, AZ. He has a background spanning 18 years at a government agency and holds ownership stakes in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on portfolio management and comprehensive planning across retirement, tax, estate, and other areas. The firm emphasizes passive investment management using index funds and ETFs while incorporating fundamental and technical analysis, managing approximately $105 million on a discretionary basis as of July 2026.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Alexander K

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he served in the Department of Defense for 14 years and has also worked as a self-employed professional and graduate student. He is a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management solutions with a mix of firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Andrew K

Series 65, Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 65 and Series 66 designations and bringing 20 years of industry experience. He has worked at Benjamin F. Edwards since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he co-owns a rental property in Sierra Vista, AZ. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, retirement plans, trusts, estates, and corporate clients, offering a range of investment advisory and consulting services. The firm employs both model-based and customized investment strategies and operates as both a broker-dealer and investment advisor.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Francis D

Series 65, Series 63

Sierra Vista, AZ

First Command Advisory Services

Francis Desimone is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining First Command, he served in the United States Army from 2016 to 2024 and currently serves as a Senior All-Source Intelligence Analyst with the Arizona National Guard. He is also the owner and operator of Desimone Family Financial Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Tait W

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Tait Wilcox is a Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., based in Sierra Vista, AZ, and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for 19 years and also spent time at Cochise College. He serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista, contributing to local development and zoning policies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, including high-net-worth clients, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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