Unclaimed Profile

Joseph Lawler

JFL CAPITAL MANAGEMENT LLC·LAKEWAY, Texas

SIE, Series 7Clean record11 years registeredJFL CAPITAL MANAGEMENT LLC

1415 RR 620 SOUTH, LAKEWAY, TX 78734CRD# 5771445Firm CRD# 174202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Lawler · LAKEWAY, TX

Registration

CRD #5771445 · JFL CAPITAL MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JFL CAPITAL MANAGEMENT LLC

JFL CAPITAL MANAGEMENT LLC

Jun 2015 – Sep 2021

LAKEWAY, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · June 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JFL CAPITAL MANAGEMENT LLC

CRD 174202 · SEC 801-110801

AUM

$215M

Regulatory assets under management

Employees

3 client accounts

Services offered by JFL CAPITAL MANAGEMENT LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at JFL CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Lawler offer?

Joseph Lawler specializes in Retirement Planning, Wealth Management.

What are Joseph Lawler's credentials?

Joseph Lawler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Lawler located?

Joseph Lawler is based in LAKEWAY, Texas, last registered with JFL CAPITAL MANAGEMENT LLC.

How does Joseph Lawler charge for services?

Joseph Lawler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JFL CAPITAL MANAGEMENT LLC?

JFL CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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