Unclaimed Profile

Lane Mcmaster Jones

EVENSKY & KATZ, LLC·CORAL GABLES, Florida

Series 65Clean record21 years registeredEVENSKY & KATZ, LLC

4000 PONCE DE LEON BOULEVARD, CORAL GABLES, FL 33146CRD# 3050482Firm CRD# 109698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lane Mcmaster Jones · CORAL GABLES, FL

Registration

CRD #3050482 · EVENSKY & KATZ, LLC · 21 years registered

Brand Profile

Not yet started

Career History

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Jan 2005 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 19, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVENSKY & KATZ, LLC

CRD 109698 · SEC 801-60104

AUM

$2.9B

Regulatory assets under management

Employees

5,384 client accounts

Services offered by EVENSKY & KATZ, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVENSKY & KATZ, LLC →

Introduction

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Frequently Asked Questions

What services does Lane Mcmaster Jones offer?

Lane Mcmaster Jones specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Lane Mcmaster Jones's credentials?

Lane Mcmaster Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lane Mcmaster Jones located?

Lane Mcmaster Jones is based in CORAL GABLES, Florida, working with EVENSKY & KATZ, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Lane Mcmaster Jones charge for services?

Lane Mcmaster Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVENSKY & KATZ, LLC?

EVENSKY & KATZ, LLC has approximately 38 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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