Joshua Jermine Lawrence
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- CaptrustJun 2026 to now
- TIAAMay 2021 to Jun 2026
- TIAA-CREF Individual & Institutional Services, LLCMay 2021 to Jun 2026
- UnemployedFeb 2021 to Apr 2021
- Sonoco Products CompanyJan 2020 to Jan 2021
- UnemployedNov 2019 to Dec 2019
- Northwestern MutualMay 2019 to Oct 2019
- Northwestern Mutual Investment Services LLCMay 2019 to Oct 2019
- StudentMay 2017 to May 2019
- SelfNov 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5855757
- Firm CRD
- 175112