Jonathan Tuthill Lawrence

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 11/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2012-08-09 → 2012-12-18
  Cambridge Investment Research Advisors, Inc.
  Pittsford, NY
• 2008-02-05 → 2012-07-25
  Sage, Rutty & Co., Inc.
  Rochester, NY
  Rochester, NY

Other Businesses

(1) NON-VARIABLE INSURANCE SALES (2) JONATHAN LAWRENCE WEALTH MANAGEMENT, INC. C) 10 OFFICE PARKWAY, STE 300, PITTSFORD, NY D) S-CORPORATION E) OWNER F) 12/30/2014 J) OFFICER/DIRECTOR; 160 hours per month during trading hours (3) 8419 Lakefront LLC; Short term rental - Airbnb Property; 53 Vineyard Hill  Fairport, NY 14450; Not investment related; Start Date:  12/15/25 0 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-19
• S65 Uniform Investment Adviser Law Examination
  2006-08-08
• S63 Uniform Securities Agent State Law Examination
  1995-11-17