Jason Lawrence, financial advisor Rochester NH
71 score

Jason Lawrence

CRD Number: 5517839
Current Firm: Lpl Financial LLC

Jason Lawrence (CRD# 5517839) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NH and has over 8 years of experience in the finance industry. Jason Lawrence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northeast Planning Associates, Inc. Newington, NH Dec 2013 - Current 3
Lpl Financial, LLC Newington, NH Nov 2013 - Current 3
Fidelity Brokerage Services Merrimack, NH Dec 2009 - Sep 2013 3
City Of Portsmouth Porstmouth, NH Jul 2009 - Nov 2009 < 1
Lpl Financial Corporation Nashua, NH Apr 2009 - Jul 2009 < 1
Fidelity Brokerage Services, LLC Merrimack, NH Mar 2008 - Mar 2009 1
Walgreens Company Dover, NH Mar 2006 - Mar 2008 2
University Of New Hampshire Durham, NH Sep 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason D. Lawrence
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
71

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