Skip to Main Content
portrait of Jeff Lane
FINANCIAL ADVISOR

Jeff Lane

CFP®
3410 Canyon De Flores Ste D, Sierra Vista, AZ 85650opens in a new window
CallSend Me a Message

About Jeff

In 1994, at the age of 24, while working for the Phoenix Suns NBA team, I received my first ever pay raise. Excited to share the information with my family, I called my uncle Don to share the news and his response was, "Put it in their 401(k)-retirement plan." My response of course was, "401 what?" That advice still resonates with me today and is what sparked my interest in planning for retirement and the importance of starting early!

That early start with investing has helped me serve clients effectively for the last 27 years. After a short career working...

Focus Areas

  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesNovember 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Springfield Coll of MABachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Active Lifestyle
  • Mountain Biking
  • Skiing

Team Members

  • Amanda Miller
    Sr. Branch Office Administrator
    FPQP®
  • Debbie Bowles
    Sr. Branch Office Administrator
    FPQP®
  • Katelynn Martin
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(520) 378-3766

Fax

(888) 282-7854

Office Address

3410 Canyon De Flores Ste D
Sierra Vista, AZ 85650opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More