Jonathan Wade Lawrence
Investment adviser representative at Kintra Investments, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$112.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Kintra Wealth, LLCJan 2026 to now
- Kintra Investments, LLCDec 2023 to now
- Mccarthy & Cox d/b/a Yellow FinchMar 2022 to Jan 2026
- Commonwealth Financial NetworkMar 2022 to Dec 2023
- Mccarthy & Cox Retirement & Estate Specialists (commonwealth)Apr 2020 to Mar 2022
- Cetera InvestorsJan 2020 to Jan 2020
- Vanderbilt UniversityJul 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kintra Investments, LLC
$112.9MAssets managed
1Clients
8Advisers
2 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
- 6950177
- Firm CRD
- 328478