Jason Lawrence

from Levy Wealth Management Group
SEC regulated
Regulated Investment Advisor
Jason Lawrence is a financial advisor based in Pennsylvania, Philadelphia, with 19 years of experience. Jason currently works for Levy Wealth Management Group. Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Lawrence works at Levy Wealth Management Group
Levy Wealth Management Group is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $795,665,304 of assets under management and employs about 13 people. Levy Wealth Management Group uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
and a percentage of assets under your management
Office location
1818 Market Street, Suite 3232, Philadelphia, Pennsylvania, 19103

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