A complete list of active advisors currently associated with J.A. Lawrence Wealth Management

Warmer can help you find a great advisor at J.A. Lawrence Wealth Management or one who fits your needs even better.

J.A. Lawrence Wealth Management is an independent, state‑registered advisory firm led by a single adviser that provides asset management, financial planning, retirement planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm manages approximately $20.5 million for roughly 90 clients and may recommend or coordinate with third‑party investment managers for portions of client portfolios. The adviser uses fundamental and cyclical analysis to build tailored portfolios and practices active, discretionary management that can include rebalancing, long‑ and short‑term positions, short sales and margin transactions where appropriate. The firm prepares Investment Policy Statements, monitors accounts on an ongoing basis, and requires clients to custody assets at Charles Schwab, through which advisory fees are typically deducted. What is distinctive about the firm is that, unlike most independent advisory firms, certain supervised persons are licensed insurance producers and the firm may receive commissions from insurance and annuity sales in addition to advisory fees — a potential conflict the brochure discloses. For a solo adviser with roughly $20.5 million in AUM, the combination of commission‑based insurance activity, the allowance for more active trading techniques, and a stated requirement that clients use a specific custodian are notable operational features.

To learn more about the advisors currently working at J.A. Lawrence Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.