JL
JL

Jennifer Lawson

29 Years of Experience
Belleville, IL
Broker

Jennifer Lawson is a registered investment advisor at Raymond James & Associates, INC., based in Belleville, IL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

23 Public Square, Suite 450, Belleville, IL, 62260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2009 - February 2013 · 4 yrs
Morgan Keegan & Company, INC.
February 2009 - February 2013 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - February 2009 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - February 2009 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
October 1996 - May 2005 · 8 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jennifer Lawson - Financial Advisor | TrueAdvisor