Timothy Lawrence, financial advisor Boulder CO
93 score

Timothy Lawrence

CRD Number: 5602608
Current Firm: J.p. Morgan Securities LLC

Timothy Lawrence (CRD# 5602608) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boulder, CO and has over 7 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Boulder CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Boulder CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Boulder CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC Boulder, CO Oct 2012 - Current 4
Chase Investment Services Corp Boulder, CO May 2012 - Oct 2012 < 1
Morgan Stanley Smith Barney Little Rock, AR Jun 2009 - May 2012 2
Citigroup Global Markets Inc. Little Rock, AR Sep 2008 - May 2012 3
Yellowstone Raft Co Gardiner, MT May 2008 - Sep 2008 < 1
Pedalinos Gardiner, MT May 2008 - Sep 2008 < 1
Citiigroup Global Markets Inc. Little Rock, AR Jul 2007 - May 2008 < 1
Vermillion Water Grill Little Rock, AR Feb 2007 - Jul 2007 < 1
Lonestar Steakhouse Little Rock, AR Sep 2006 - Feb 2007 < 1
Chicago White Sox Great Falls, MT May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Timothy C. Lawrence
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Timothy Lawrence and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.