Jerry Edward Lawless

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

• 03/1996 → 11/2017
  Investment Centers Of America, Inc.
  Fresno, CA
• 11/2017 → Present
  Raymond James Financial Services, Inc.
  Fresno, CA
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Clovis, CA
• 11/2017 → Present
  Community West
  Clovis, CA

Previous Registrations

• 1990-07-09 → 2017-11-02
  Investment Centers Of America, Inc.
  Clovis, CA
  Clovis, CA
  Fresno, CA
  Madera, CA
  Oakhurst, CA
  Prather, CA
  Visalia, CA
  Madera, CA
  Fresno, CA
  Kerman, CA
  Oakhurst, CA
  Modesto, CA
  Modesto, CA
  Stockton, CA
  Merced, CA
  Lodi, CA
  Tracy, CA
  Prather, CA

Other Businesses

(1)Name of Business: Address: 27390 El Lado, Friant, CA, 93626, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/16/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my wife's business. We own the cabin jointly (2)Name of Business: Central Valley Investment Services Inc. Address: 27390 El Lado Rd, Friant, CA, 93626, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/07/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Broker and manager (3)Name of Business: lawless Address: 600 Pollasky Ave, Clovis, CA, 93612-1838, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Over see account with my dad and make trading recommendations as the trustee and broker on the account (4)Name of Business: Toyon Rental Address: 27390 el lado, friant, CA, 93526, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife runs the business of Air bnb overnight rental of our cabin

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-09