Lane Harrington

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Joshua, TX 76058

Credentials

Series 66

Industry experience

4 years

Client services

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

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

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

Billy E

CFP®, Series 63, Series 66

Burleson, TX

Fidelity

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments. In this role, he works to create and implement financial plans tailored to high net worth individuals and their families, focusing on their specific needs, goals, and future generations. Bill has been with Fidelity Investments since 2007, progressing through various roles including Customer Service Associate, Fixed Income Specialist, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2021. His professional experience encompasses disciplined investment strategies and risk management techniques. He emphasizes providing a personal level of service and building lasting relationships based on trust and client service. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Wealth management General retirement planning

David P

Series 66

Mansfield, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans

Ricky E

Series 66

Burleson, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Wealth management Values-based investing Religious/faith focused

Ezra C

Series 66

Fort Worth, TX

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Intergenerational Families

Janine C

Series 66

Mansfield, TX

Fidelity

Janine Collins currently serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she focuses on helping clients utilize Fidelity's tools and resources to build financial plans aligned with their goals. Janine has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant and Benefits Relationship Manager. Prior to joining Fidelity, she worked as a Review Associate at Fisher Investments from 2019 to 2021.

Retirement income strategy Income planning General retirement planning Executive
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