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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lawrence is a financial advisor with over 25 years of experience in the financial services industry. He has a broad range of expertise, offering advisory services for individuals, businesses, and charitable organizations. Jonathan's focus is on providing individualized financial planning strategies to help clients achieve their financial goals. He is also a registered representative of J. W. Cole Advisors, Inc., a firm that offers a variety of financial services, including investment management, financial planning, and retirement planning. Jonathan has a strong commitment to helping his clients make informed financial decisions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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.
1
2
FL
06/29/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
NY
08/08/2012 - 12/18/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSFORD NY)
NY
07/30/2004 - 07/25/2012
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
MO
11/21/1996 - 08/03/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/24/1996 - 11/13/1996
JARON EQUITIES CORP. (HICKSVILLE NY)
FL
06/13/1996 - 10/28/1996
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
MI
12/14/1995 - 06/28/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 06/19/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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