Lane Harrington

Advisor at Edward Jones

Updated today

Location

Joshua, TX 76058

Credentials

Series 66

Industry experience

4 years

About

Lane Harrington is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Micro Technologies and several companies in the agriculture and food sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Liquidity event planning Business ownership considerations General estate planning guidance

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

300 South Broadway

Joshua, TX 76058

Most active in

Texas

Work history

Edward Jones

2021 - Present (5 years)

Micro Technologies

2018 - 2021 (3 years)

Preferred Beef Group

2018 - 2018 (1 year)

Munson Cattle Company

2017 - 2017 (1 year)

Tyson Fresh Meats

2017 - 2017 (1 year)

Rowdy Reeds

2016 - 2017 (1 year)

Texas Tech University

2015 - 2017 (2 years)

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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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

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Burleson, TX

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ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Johnny P

CFP®, Series 63

Mansfield, TX

Parker Wealth Group, LLC

Johnny Parker is a CFP® with 20 years of industry experience. He is the principal of Parker Wealth Group, LLC, where he has worked since 2023. Prior to this, he was associated with Synergy Securities and has maintained a long-standing role at Parker & Richardson, P.C. Outside of his advisory work, Parker serves as president of Texas Insurance Agency, Inc., is a member of Tax Resolution Specialists, LLC, and acts as CFO for Victory Telecom, Inc. Parker Wealth Group, LLC is a state-registered investment adviser providing discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, families, trusts, estates, and private business owners. The firm employs a blended investment process utilizing technical, fundamental, and cyclical analysis, offering tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management Founder/Business Owner
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Louis P

Series 65

Cresson, TX

Presley Capital Management, LLC

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Income planning General tax planning Cash flow / budgeting
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Ian P

Series 63, Series 65

Burleson, TX

Financial Serenity, LLC

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary investment management, financial planning, advisory consulting, and behavior-based financial coaching to individuals, corporate, and small-business clients. The firm uses customized portfolios based on internal research and offers services such as periodic portfolio reviews, educational seminars, and management of assets in annuity products or employer retirement plan rollovers.

Christian Faith Based

Jarrod S

CFP®

Burleson, TX

Chisholm Wealth Management

Professional Background In 2006, I began working in the financial services industry and in 2008 I moved into the wealth management side of the business between two firms over the next 5 years. In 2013, I joined Fidelity Investments to help companies administer their retirement plans where I left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, I started Chisholm Wealth Management to offer truly independent fiduciary advice and the highest level of service to my clients. Personal Background I’m married to my wife, Dr. Christina Sandra. We met at Southwestern Baptist Theological Seminary, where I took classes for a few semesters. She finished her masters in Christian education and went on to obtain her doctorate from there as well in educational ministry, concentrating in executive leadership. She serves in our local church where she focuses on building the next generation of ministry workers, both professionals and lay leaders. We have a daughter (who, for some reason, enjoys listening to financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in my life, I particularly enjoy triathlons, cycling, being outdoors, and serving at Christ Chapel Bible Church. Education and Certifications I have a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor. I am a member of the, National Association of Personal Financial Planners, and XY Planning Network. What about the firm name? My whole life has been lived on the Chisholm Trail. From my home town, to college, to today in Fort Worth I’ve always resided on it. It’s just a name that I’ve seen my whole life!

General retirement planning Retirement income strategy Wealth management Christian Faith Based
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