Skip to content

Jacob Britt Lawson

Investment adviser representative at Founders Financial Alliance, LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business

Are you Jacob Britt Lawson? Claim your profile

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.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Founders Financial Alliance, LLCSep 2024 to now
  2. Cornerstone Wealth AdvisorsJun 2024 to Aug 2024
  3. Lm RestaurantsApr 2022 to Aug 2024
  4. Island WayApr 2019 to Aug 2019
  5. StudentSep 2014 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NC).

Founders Financial Alliance, LLC

$1.2BAssets managed
2,412Clients
33Advisers
9 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
7983823
Firm CRD
173011
Advisor's SEC record (opens in a new tab)
CallContact this firm