Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
19 years
Location
Wise, VA 24293-0000
Edward Jones
Institution
James Lawson is a CFP® with 19 years of industry experience, all of which he has spent at Edward Jones since 2007. He is based in Wise, VA. Outside of his advisory role, Lawson is involved in renovating a historical building in Coeburn, VA, to support entrepreneurs starting restaurant businesses by connecting them with local resources and vendors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Wise, VA
405 E Main Street
Wise VA 24293-0000
Advisors at this office
2
Texas · Virginia
19 years of industry experience
Edward Jones
2007 - Present • 19 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wise, VA
Edward Jones
Louis Iozzi is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Edward Jones since 2000 and previously worked at Pruco Securities Corporation. Outside of finance, he is a partner in an alpaca farm in Newton, New Jersey. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies while operating under a fiduciary standard.
Series 66
Norton, VA
LPL Financial
Benjamin Hall is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2021 and previously spent two years with Cambridge Investment Research. Outside of his advisory role, he is associated with Baker Financial Services as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning, model portfolio programs, and institutional platforms.
Series 66
Norton, VA
LPL Financial
John Roberts is a financial advisor with LPL Financial holding a Series 66 credential and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research from 2018 to 2022 and has held roles at Virginia Tech and First Bank and Trust. Outside of his advisory role, Roberts is a licensed notary and an insurance agent specializing in life insurance, fixed annuities, and long-term disability. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)