Jordan Michael Lawrence

Employer firm

Northwest Asset Management CRD 147923

$4.13B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 11/2016
  First Republic Securities Co
  San Francisco, CA
• 02/2006 → 11/2016
  First Republic Bank
  San Francisco, CA
• 08/2018 → 03/2022
  State Street Global Advisors Funds Distributors, Llc
  San Francisco, CA
• 08/2018 → 03/2022
  State Street Global Advisors Trust Company
  San Francisco, CA
• 02/2017 → 12/2017
  Parallel Advisors
  San Francisco, CA
• 12/2017 → 08/2018
  Unemployed
  San Francisco, CA
• 03/2022 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 06/2022 → 03/2026
  Bank Of America, N.A.
  Los Angeles, CA
• 03/2026 → Present
  Nwam, Llc
  Mercer Island, WA

Previous Registrations

• 2022-05-10 → 2026-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 2013-01-03 → 2016-12-16
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-27

Designations

• Chartered Financial Analyst

Other Names

• Jordan Michael Lawrence
• Jordan Lawrence