1987 -2010 Senior Vice President - Northern Ohio Complex @
Jon Lawrence Education
University of Dayton
Bachelor of Science - Finance (Finance)
1983-1987
Jon Lawrence Skills
Alternative Investments
Estate Planning
Financial Advisory
Series 63
Leadership
Fixed Income
Retirement Planning
Financial Planning
Sales
Wealth Management Services
Portfolio Management
Investments
Finance
Team Leadership
401k
Asset Allocation
Investment Advisory
Strategic Planning
Equities
Wealth Management
Mutual Funds
FINRA
Strategic Financial Planning
Investment Strategies
Microsoft Excel
Asset Management
Financial Analysis
Wealth
Series 24
ETFs
Retirement
Series 65
Securities
Hedge Funds
Jon Lawrence Summary
Jon Lawrence, based in Cleveland, OH, US, is currently a Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley. Jon Lawrence brings experience from previous roles at Merrill Lynch and Morgan Stanley Smith Barney. Jon Lawrence holds a 1983 - 1987 Bachelor of Science - Finance in Finance @ University of Dayton. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Leadership and more. Jon Lawrence has 2 emails and 4 mobile phone numbers on RocketReach.
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