Jason Lawrence is a registered investment advisor, based in Lafayette Hill, PA, with 19 years of industry experience.
Location
Lafayette Hill, PA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates Levy Wealth Management Group, LLC as a DBA for his LPL business and provides investment advisory services through Levy Wealth Management Group, LLC, an independent investment advisor firm. He also engages in non-variable insurance activities through Levy Wealth Management Group, spending minimal time on it.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Levy Wealth Management Group
LPL Financial LLCBroker
LPL Financial LLC
Pst Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Pershing LLCBroker
Lockwood Advisors INC
Rittenhouse Asset Management, INC.
State Registrations14 states
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