Jonathan Wade Lawrence

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2016 → 12/2019
  Vanderbilt University
  Nashville, TN
• 01/2020 → 01/2020
  Cetera Investors
  Dublin, OH
• 04/2020 → 03/2022
  Mccarthy & Cox Retirement & Estate Specialists (Commonwealth)
  Marysville, OH
• 03/2022 → 01/2026
  Mccarthy & Cox D/B/A Yellow Finch
  Marysville, OH
• 03/2022 → 12/2023
  Commonwealth Financial Network
  Waltham, MA
• 01/2026 → Present
  Kintra Wealth, Llc
  Marysville, OH

Previous Registrations

• 2022-03-01 → 2023-12-31
  Commonwealth Financial Network
  Marysville, OH
  Marysville, OH

Other Businesses

Fixed insurance sales; as of 3/15/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-23

Designations

• Certified Financial Planner

Other Names

• Jonathan W Lawrence
• Jonathan Wade Lawrence
• Jon Lawrence
• Jonathan Lawrence