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Aaron L

Series 66

Powell, OH

Edward Jones

Aaron Lane is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Burgess & Niple, OHM Advisors, and GPD Group. Outside of his advisory role, Lane is a partner in a real estate investment business in Dublin, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Business ownership considerations Inheritance planning Founder/Business Owner
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