Lane M. Jones

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Coral Gables, FL 33146

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CRD#: 3050482

Professional summary

Lane Mcmaster Jones, CFP®, who also goes by Lane Jones, is a registered financial advisor currently at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT located in Coral Gables, Florida.

Lane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lane has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lane Jones

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane Mcmaster Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 19, 2005 - Present

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Office #1: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146

RIA

CRD#: 109698

Coral Gables, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC

CRD#: 109698 / SEC#: 801-60104

RIA

Registered Investment Advisory firm - (4/4/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/19/2005)

IAR

Louisiana
(2/11/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/1998

Uniform Investment Adviser Law Examination

Current Firm

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC

CRD#: 109698 / SEC#: 801-60104

RIA

Registered Investment Advisory firm - (4/4/2001 Approved)

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Contact information

Main Address

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146

Mailing Address

Phone number

(305) 448-8882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVENSKY ADV PART 2 08-2025 (8/12/2025)

Regulatory assets under management

Total Number of Accounts	5,522
AUM (Assets Under Management)	$ 3,134,240,409

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
10/28/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lane M. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane Mcmaster Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Primary Firm SEC Registration

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/1998

Current Firm

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

TRUST BUT VERIFY

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