Jacqueline Ann Lawrence

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2011 → 12/2016
  Thrivent Financial
  Sturgeon Bay, WI
• 12/2016 → 07/2017
  Woodbury Financial Services Inc
  Sturgeon Bay, WI
• 07/2017 → 04/2020
  Raymond James Financial Services, Inc.
  Green Bay, WI
• 07/2017 → 04/2020
  Raymond James Financial Services Advisors Inc.
  Green Bay, WI
• 05/2018 → 04/2020
  United Healthcare
  Green Bay, WI
• 07/2017 → 04/2020
  Afi Wealth Strategies
  Green Bay, WI
• 04/2020 → 10/2022
  Associated Trust Company
  Green Bay, WI
• 10/2022 → 01/2023
  Unemployed
  Green Bay, WI
• 01/2023 → 12/2024
  Financial Planning And Information Systems
  De Pere, WI
• 01/2025 → Present
  Hightower Advisors, Llc
  De Pere, WI

Previous Registrations

• 2024-05-29 → 2025-02-04
  Financial Planning And Information Services, Inc.
  De Pere, WI
• 2017-07-24 → 2020-04-23
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI
• 2016-12-02 → 2017-07-26
  Woodbury Financial Services, Inc.
  Sturgeon Bay, WI
• 2016-11-30 → 2016-12-07
  Thrivent Investment Management Inc.
  Appleton, WI
  Sturgeon Bay, WI
  Sturgeon Bay, WI

Other Businesses

1) United Healthcare - Green Bay, WI Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:No Start Date: 04/25/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: former agent, receives residual commissions

Exams

• S66 Uniform Combined State Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  2011-09-12

Designations

• Certified Financial Planner

Other Names

• Jackie Szczepanski
• Jacqueline Ann Szczepanski