Jonathan Lawrence
Jonathan Lawrence is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (2)
Regulatory
August 2013Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Jonathan sells non-variable insurance products. He is also the owner, officer, and director of Jonathan Lawrence Wealth Management, Inc., an S-Corporation, since 2014.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Sage, Rutty & CO., INC.
Sage, Rutty & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Jaron Equities CORP.Broker
First American Equities, INC.Broker
Olde Discount CorporationBroker
State Registrations14 states
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.