Lawrence Laurent Jules

Employer firm

3Edge Asset Management, LP CRD 282059

$1.95B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• PROVIDE INVESTMENT MODELS TO UNAFFILIATED ADVISORS

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

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

Current Employers

Employment History

• 11/2010 → 03/2018
  Windhaven Investment Management, Inc.
  Boston, MA
• 01/2018 → 12/2021
  Charles Schwab Investment Advisory, Inc
  Boston, MA
• 01/2022 → Present
  3Edge Asset Management, Lp
  Boston, MA

Previous Registrations

• 2018-03-07 → 2021-12-21
  Charles Schwab Investment Advisory, Inc.
  Boston, MA
  San Francisco, CA
• 2010-11-10 → 2018-03-30
  Windhaven Investment Management, Inc.
  Boston, MA
• 2008-12-15 → 2010-11-18
  Windward Investment Management Inc
  Boston, MA
• 2006-06-26 → 2008-07-31
  Rbc Capital Markets, Llc
  Burlington, MA

Other Businesses

(1) Ixelles Management Inc. USA / Passive Investments. REAL ESTATE DEVELOPMENT AND PROPERTY MANAGEMENT US Address: 111 Middlesex Turnpike Suite 1080, Burlington, MA 01803. Number of hours per month 0. Role Owner/President. Start date: 1/3/2017. (2) xelles Management S.R.L - Title "Passive Investor" Act as Strategic Advisor. Number of hours per month 0. Start date 9/1/2025- present. Invest in Real Estate, Transportation and Start-Ups, Equity/Debt. Santo Domingo, Dominican Republic. Investment related. (3) Tidal Trust III Fund Board Title "Independent Trustee" Position Board Member. Number per month 5 hours. Duties: Fund Oversight. Investment related. Address: 234 W. Florida St., Suite 203, Milwaukee, WI 53204; Start date: 12/20/2023

Exams

• S66 Uniform Combined State Law Examination
  2006-06-01

Other Names

• Lawrence L Jules