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John William Lauer

JWL & Associates, Inc.

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About John William Lauer

John William Lauer is a financial professional with over 40 years of experience in the industry. John is currently registered with JWL & Associates, Inc. in Arkansas. John has worked at several firms, including Charles Schwab & Co., Inc. and H.D. Vest Investment Services. John is also a Certified Financial Planner. John's current firm, JWL & Associates, Inc., has approximately $2,022,132 in assets under management and serves 5 clients. They offer financial planning and portfolio management for individuals.

Firm Information

John Lauer is currently registered with JWL & Associates, Inc.. JWL & Associates, Inc. is a registered investment adviser with 1 investment adviser representative. They provide financial planning and portfolio management for individuals. The firm manages approximately $2,022,132 in assets for 5 clients, all of whom are individuals other than high-net-worth.

$2.02M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lauer’s Registration & Firm History

AR

10/19/2021 - Present

JWL & Associates, Inc. (HOT SPRINGS VILLAGE AR)

TX

08/13/2003 - 05/17/2004

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

TX

05/25/1989 - 12/17/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

11/25/1980 - 07/16/1987

CHARLES SCHWAB & CO., INC.

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Licenses & Designations

BC

Issued 05/21/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1983

Series 12 - NYSE Branch Manager Examination

BC

Issued 09/28/1983

Series 24 - General Securities Principal Examination

BC

Issued 12/29/1980

Series 4 - Registered Options Principal Examination

BC

Issued 11/15/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Lauer.
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