Jack Robert Lawrence
Investment adviser representative at Linden Thomas Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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 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
14 years in the industry.
- Linden Thomas Advisory Services, LLCMay 2026 to now
- West Financial ServicesNov 2021 to May 2026
- Sandy Spring BankJul 2018 to Nov 2021
- United Parcel ServiceApr 2017 to Jul 2018
- UnemployedJan 2017 to Mar 2017
- James Madison UniversityAug 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Linden Thomas Advisory Services, LLC
$1.8BAssets managed
1,366Clients
7Advisers
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
- 8211557
- Firm CRD
- 288557