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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lawrence is a financial advisor with Edward Jones, a firm with over 20,000 employees and approximately $10 billion to $50 billion in assets under management. Jason has been a registered advisor since 2006 and has experience serving clients in a variety of financial planning needs, including portfolio management for individuals and businesses. Jason has passed several industry exams, including the Series 6, 7 and 66 exams, as well as the Securities Industry Essentials Examination (SIE). Jason holds active licenses in several states including Nebraska, Texas, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Massachusetts, Minnesota, Missouri, Montana, Ohio, Oklahoma, South Carolina, South Dakota, Virginia, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NE
12/11/2018 - Present
Edward Jones (OMAHA NE)
GA
03/29/2002 - 05/05/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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