James Patrick Rehak
Investment adviser representative at Lawley Retirement Advisors
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
14 years in the industry.
- LPL FinancialAug 2025 to now
- Lawley Retirement Advisors, LLCMay 2021 to now
- Royal Alliance Associates, Inc.May 2022 to Aug 2025
- Putnam Retail Management/putnam InvestmentsFeb 2020 to Dec 2021
- UnemployedDec 2019 to Jan 2020
- Lawley Retirement AdvisorsMay 2019 to Aug 2019
- UBS Financial ServicesJun 2018 to Aug 2018
- Full Time Education - Ohio UniversityAug 2015 to Dec 2019
- Park Country Club of BuffaloApr 2015 to Sep 2018
- Ohio UniversityJan 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lawley Retirement Advisors
Legal name: Lawley Retirement Advisors, LLC
$2.1BAssets managed
161Clients
10Advisers
10 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
- 6944181
- Firm CRD
- 282786