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John Eric Lawrence

MATTER, LLC·CLAYTON, Missouri
Series 65Clean record15 years registeredMATTER, LLC
7711 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 5863960Firm CRD# 106806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Eric Lawrence · CLAYTON, MO
Registration
CRD #5863960 · MATTER, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MATTER, LLC
Jul 2011Oct 2019
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 25, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MATTER, LLC
CRD 106806 · SEC 801-37738
AUM
$3.4B
Regulatory assets under management
Employees
44
234 client accounts
Services offered by MATTER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does John Eric Lawrence offer?
John Eric Lawrence specializes in Financial Planning, Investment Management, Retirement Planning.
What are John Eric Lawrence's credentials?
John Eric Lawrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Eric Lawrence located?
John Eric Lawrence is based in CLAYTON, Missouri, last registered with MATTER, LLC.
How does John Eric Lawrence charge for services?
John Eric Lawrence's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATTER, LLC?
MATTER, LLC has approximately 44 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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