Jonathan Lawrence Rice

Current Employers

Employment History

• 02/2018 → 05/2018
  Northwestern Mutual
  Birmingham, AL
• 07/2018 → 11/2019
  Axa Advisors, Llc
  New York, NY
• 11/2019 → 12/2022
  Purshe Kaplan Sterling Inestments, Inc
  Albany, NY
• 06/2020 → 12/2022
  Thrivent Advisor Network, Llc
  Dallas, TX
• 01/2023 → Present
  Anderson Growth Partners, Llc
  Charleston, SC
• 06/2015 → 04/2018
  The University Of Alabama
  Tuscaloosa, AL
• 06/2023 → Present
  Awm Risk Management, Llc
  Charleston, SC
• 06/2023 → 11/2025
  Lion Street Financial, Llc
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Charleston, SC

Previous Registrations

• 2023-01-06 → 2023-04-04
  49 Financial
  Atlanta, GA
  Austin, TX
• 2020-06-23 → 2022-12-31
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Dallas, TX
• 2019-12-07 → 2020-07-02
  Pks Advisory Services, Llc
  Albany, NY
• 2018-09-18 → 2019-11-26
  Equitable Advisors, Llc
  Madison, AL
  Austin, TX
  Austin, TX

Other Businesses

1) ANDERSON GROWTH PARTNERS, LLC POSITION: Employee NATURE: Anderson Growth Partners is the parent company of AWM Risk Management, LLC (the Lion Street registered firm through which Jonathan Rice is a producer).Jonathan is on payroll with the parent company, Anderson Growth Partners, for simplicity sake, as he is the only registered insurance producer through AWM Risk Management, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/28/2023 ADDRESS: 129 Broad St, Charleston SC 29401, United States DESCRIPTION: Working as an investment advisor through Anderson Growth Partners, LLC, while doing insurance products through the Lion Street registered LLC referenced above (AWM Risk Management, LLC). 2) ANDERSON WEALTH MANAGEMENT POSITION: Employee NATURE: DBA name for the wealth management division of our RIA Anderson Growth Partners. Will be used to market fee-based RIA services as well as Integrity BD business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 02/08/2024 ADDRESS: 129 Broad St, Charleston SC 29401, United States DESCRIPTION: Financial advisory working with clients on a fee-basis for investment advice and financial planning 3) AWM RISK MANAGEMENT, LLC POSITION: Employee NATURE: LLC for fixed insurance business - IULs and whole life policies mostly INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 02/08/2024 ADDRESS: 129 Broad St, Charleston SC 29401, United States DESCRIPTION: Agent for fixed insurance transactions for our clients

Exams

• S66 Uniform Combined State Law Examination
  2018-07-13

Designations