Jeremy Antonino Lawton

Employer firm

Wealth Management Resources, Inc. CRD 45452

$385M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 06/2019
  Roger Williams University
  Bristol, RI
• 06/2019 → 09/2019
  The Colony Group
  Boston, MA
• 09/2019 → 06/2020
  Roger Williams University
  Bristol, RI
• 07/2020 → Present
  Wealth Management Resources, Inc.
  Smithfield, RI

Other Businesses

(1.) NAME OF OBA: INSURANCE; ADDRESS OF OBA: SMITHFIELD, RI; NATURE: LICENSED LIFE INSURANCE AGENT; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: SALE OF INSURANCE PRODUCTS; START DATE: 01/19/2022; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 8; (2.) NAME OF OBA: PARTNERSHIP TO REDUCE CANCER IN RI; ADDRESS: PROVIDENCE, RI; NATURE: CHARITABLE ORGANIZATION; INVESTMENT RELATED: NO; TITLE: BOD MEMBER; DUTIES: ASSIST IN ORGANIZATIONAL ACTIVITIES; START DATE: 6/1/21; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-11

Designations

• Chartered Financial Consultant