John Blake Lawson

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/1998 → Present
  Waxman Lawson Financial
  Austin, TX
• 08/2001 → Present
  M. Holdings Securities, Inc
  Portland, OR

Previous Registrations

• 2004-06-11 → 2012-08-22
  Sali Fund Services
  Austin, TX

Other Businesses

(1) PARTNER IN PRIVATE FAMILY PARTNERSHIPS AND SHAREHOLDER IN S CORP. WHICH SERVES AS GENERAL PARTNER. (2) GENERAL PARTNER OF INSURANCE DISTRIBUTORS INTERNATIONAL (BERMUDA), LTD. EST. 1999; ENGAGED IN INTERNATIONAL INSURANCE BROKERAGE SERVICES; HRS DEVOTED TO BUSINESS ARE ABOUT 2-3 DAYS EACH MONTH. (3) PARTNER OF SANDCO LLC AND LAKE TRAVIS CASABLANCA MANAGEMENT COMPANY LLC, AND CRIMSON PROPERTIES LTD.GENERAL PARTNERS OF INVESTMENT COMPANIES; NOT INVOLVED IN DAILY ACTIVITIES OF BUSINESS (4) FINS UP INVESTMENTS LLC AUSTIN, TX SINCE 7/09 SOLE MEMBER OF LLC - LLC WILL HOLD INTERESTS IN AIRCRAFT, WHICH WILL BE USED BY THE OWNERS FOR PERSONAL AND BUSINESS PURPOSES AND FOR LEASE TO ANOTHER HELICOPTER CO.> 5HRS PER MO DURING TRADING- NO COMP (5) BIL PARTNERS, LLC; 3602 MURILLO CIRCLE, AUSTIN, TX, 78703; PRESIDENT; SINCE MAY 2016; PURCHASE HELICOPTER TO BE USED FOR PERSONAL AND BUSINESS PURPOSES; NOT INVEST RELATED; 5 HOURS/MONTH 2 DURING BUSINESS; PROFITS, EXPENSE REIMBURSEMENT. (6) WAXMAN LAWSON FINANCIAL- JOHN LAWSON; 3508 FAR WAST BLVD SUITE 250, AUSTIN, TX; PRINCIPAL; NOT INVESTMENT RELATED; VARIED HOURS, 80% OF TIME SPENT ON THIS ACTIVITY IS DURING BUSINESS HOURS; COMMISSIONS. (7) ACTON BUSINESS SCHOOL; 1404 EAST RIVERSIDE DRIVE, AUSTIN TX 78741; 08/01/2006; TRUSTEE; 1 OF 3 BOARD MEMBERS FOR MBA SCHOOL; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION. (8) TREYLED LIFE SETTLEMENTS, LLC; 1885 ST. JAMES PLACE, SUITE 1260 HOUSTON, TX 77056; LIFE SETTLEMENTS; NOT INVESTMENT RELATED; PRINCIPAL/REFERRALS; REFER CLIENTS; 6/6/2023; 2 HOURS PER MONTH; 2 HOURS A MONTH DURING TRADING HOURS. (9) The DLL TRUST; 2314 WOODLAWN BLVD, AUSTIN, TX 78703; TRUST ; INVESTMENT-RELATED; TRUSTEE; REVIEW INVESTMENT RESULTS AND RESPONSIBLE FOR TAX RETURNS; 11/21/1996; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS. (10) MOSELLE S LAWSON SPECIAL NEEDS TRUST; 2314 WOODLAWN BLVD AUSTIN, TX 78703; TRUST; INVESTMENT RELATED; TRUSTEE; TRUSTEE FOR MOTHER'S SPECIAL NEEDS TRUST; 8/27/2024; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-07