Unclaimed Profile

Jonathan Kent Lawton

OPENAIR FINANCIAL, LLC·SOUTHLAKE, Texas

SIE, Series 7, Series 24, Series 66CFPClean record20 years registeredOPENAIR FINANCIAL, LLC

280 MIRON DRIVE, SOUTHLAKE, TX 76092CRD# 5046284Firm CRD# 300362

Profile Verification

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

Identity

Jonathan Kent Lawton · SOUTHLAKE, TX

Registration

CRD #5046284 · OPENAIR FINANCIAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

OPENAIR FINANCIAL, LLC

May 2019 – present

LAKE POINT WEALTH MANAGEMENT, LLC

Jun 2014 – Jun 2019

HEATH, TX

COMERICA SECURITIES

Aug 2011 – Feb 2014

DALLAS, TX

WELLS FARGO INVESTMENTS, LLC

Jan 2006 – Jan 2011

ADDISON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 3, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPENAIR FINANCIAL, LLC

CRD 300362 · SEC 801-127377

AUM

$183M

Regulatory assets under management

Employees

833 client accounts

Services offered by OPENAIR FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPENAIR FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Kent Lawton offer?

Jonathan Kent Lawton specializes in Financial Planning, Investment Management. Contact their office in SOUTHLAKE, Texas for a consultation.

What are Jonathan Kent Lawton's credentials?

Jonathan Kent Lawton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Kent Lawton located?

Jonathan Kent Lawton is based in SOUTHLAKE, Texas, working with OPENAIR FINANCIAL, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does Jonathan Kent Lawton charge for services?

Jonathan Kent Lawton'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 OPENAIR FINANCIAL, LLC?

OPENAIR FINANCIAL, LLC has approximately 7 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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