Jeremy LawrenceCRD Number: 4560361
Current Firm: Wells Fargo Clearing Services, LLC
Jeremy Lawrence (CRD# 4560361) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||St. Louis, MO||Dec 2012 - Nov 2016||3|
|U.s. Bank||Saint Louis, MO||Apr 2011 - Dec 2012||1|
|U.s. Bancorp Investments, Inc.||Saint Louis, MO||Apr 2011 - Dec 2012||1|
|Wachovia Securities, LLC||St Louis, MO||Mar 2008 - Mar 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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