Ezra James Lagan
Investment adviser representative at &partners
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- &partnersJul 2026 to now
- Dimensional Fund AdvisorsJun 2023 to Jul 2026
- Foreside Fund Services, LLCFeb 2021 to May 2023
- Innovator Capital Management, LLCJan 2021 to Feb 2021
- Morgan StanleyJan 2020 to Aug 2020
- Deerfoot LodgeJun 2019 to Aug 2019
- Wheaton CollegeAug 2018 to Dec 2020
- Evolution SoccerMay 2018 to Jun 2018
- Wheaton CollegeOct 2017 to May 2018
- Fitzgerald's FoodJun 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7219279
- Firm CRD
- 3767