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Worthington Johnson

LAWRENCE CAPITAL MANAGEMENT, INC.·JACKSON, Wyoming
Series 63, Series 65Clean record6 years registeredLAWRENCE CAPITAL MANAGEMENT, INC.
3185 W. INDIAN TERRACE DRIVE, JACKSON, WY 83002CRD# 1837255Firm CRD# 106123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Worthington Johnson · JACKSON, WY
Registration
CRD #1837255 · LAWRENCE CAPITAL MANAGEMENT, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

LAWRENCE CAPITAL MANAGEMENT, INC.
May 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · May 22, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAWRENCE CAPITAL MANAGEMENT, INC.
CRD 106123 · SEC 801-75599
AUM
$33M
Regulatory assets under management
Employees
3
53 client accounts
Services offered by LAWRENCE CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LAWRENCE CAPITAL MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Worthington Johnson offer?
Worthington Johnson specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.
What are Worthington Johnson's credentials?
Worthington Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Worthington Johnson located?
Worthington Johnson is based in JACKSON, Wyoming, working with LAWRENCE CAPITAL MANAGEMENT, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Worthington Johnson charge for services?
Worthington Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAWRENCE CAPITAL MANAGEMENT, INC.?
LAWRENCE CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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