LW
LW

Lawrence Widener

29 Years of Experience
Davenport, FL
1 DisclosureBroker

Lawrence Widener is a registered investment advisor at Edward Jones, based in Davenport, FL, with 29 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

161 Webb Dr Suite 400, Davenport, FL, 33837

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Pending
Other Business Activities

Lawrence is involved in livestock production as an owner, dedicating minimal time to feeding and watering the animals. He is also a board member of Kiwanis in Davenport, FL, since 2015, spending minimal time on club activities.

Employment History
Current Registrations
Edward Jones
March 2007 - Present · 19 yrs 7 mos
Edward JonesBroker
January 1997 - Present · 29 yrs 9 mos
State Registrations24 states
AZCAFLGAIAILINKYMDMEMIMNNCNHNJNYOHPASCTNTXVAWAWI
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.
More Advisors