user avatar

Lawrence D. Brown

Advisor at J.P. Morgan Securities — Glassboro, NJ

Updated today

Credentials

Series 66

Experience

7 years

Location

Glassboro, NJ 08028

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,605 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Lawrence Brown is a financial advisor with J.P. Morgan Securities in Woodbury, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Stifel Nicolaus and Merrill. He is also the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory functions with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Glassboro, NJ

787 Delsea Dr N

Glassboro NJ 08028

Advisors at this office

1

Most active in

Florida · New Jersey · Texas

Work history

7 years of industry experience

JPMorgan Chase Bank, N.A.

2022 - Present • 4 years

Cinnaminson Township, NJ

J.P. Morgan Securities

2022 - Present • 4 years

Cinnaminson Township, NJ

Stifel Nicolaus & Co Inc

2020 - 2022 • 2 years

Audubon, NJ

STIFEL

2020 - 2022 • 2 years

Audubon, NJ

Merrill

2019 - 2020 • 1 year

Mount Laurel, NJ

BANK of AMERICA, N.A.

2019 - 2020 • 1 year

Mount Laurel, NJ

Hero Makers, LLC

2017 - Present • 9 years

Sicklerville, NJ

Tetra Tech, Inc.

2012 - 2018 • 6 years

Pasadena, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew M

CFP®, CFA®

Haddonfield, NJ

Wrought Financial Planning

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) General tax planning Self-Employed Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Active portfolio management Passive / index investing
user avatar

Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

Julie Mcnulty is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. She has worked at Compass Financial Advisors and Financial Compass LLC since 2009. Financial Compass LLC is an independent, fee-only advisory firm that serves individuals, trusts, estates, and small businesses, with a dedicated focus on millennial and Gen Z clients. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, prioritizing tax efficiency, expense control, and client-specific risk management.

General retirement planning General tax planning Wealth management Passive / index investing Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
user avatar

Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

General tax planning College savings (529s, UTMA, etc.)

Kristy R

CFP®

Haddonfield, NJ

Onroute Financial

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: [email protected] if you have any questions, and you can schedule a complimentary intro call to learn more.

Business ownership considerations Business exit / sale strategy Business succession planning Women Business Owners Gen Y/Millennials (Born 1980-1995)
user avatar

Francis M

CFP®, Series 66

Cherry Hill, NJ

CoAdjutant Financial Planning Services

Francis Manella is a CFP® professional with 17 years of experience in the financial services industry. He is currently with CoAdjutant Financial Planning Services and has previously worked at OSAIC Wealth, Emoney Planning Services, American Portfolios, and MassMutual Greater Philadelphia. CoAdjutant Financial Planning Services provides outsourced, white-label financial planning and support primarily to other investment adviser representatives and business owners. The firm specializes in creating compliance-tested, comprehensive financial plans using deterministic and probabilistic projections, focusing on practice support and compliance rather than direct client asset management.

Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Equity compensation tax strategy Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")