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John T. Lawrence IV

John T. Lawrence IV

Followers of John T. Lawrence IV471 followers
location of John T. Lawrence IVCincinnati, Ohio, United States

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  • Timeline

  • About me

    Sr. Vice President at UBS Financial Services, Inc.

  • Education

    • University of Colorado Boulder

      2007 - 2011
      B.A. Political Science

  • Experience

    • UBS Financial Services, Inc

      Jan 2013 - Jan 2022

      • Financial Advisor

        Jan 2015 - Jan 2022

      • Client Service Associate

        Jan 2013 - Jan 2015

    • UBS Financial Services, Inc.

      Feb 2022 - now
      Sr. Vice President

  • Licenses & Certifications

    • Series 7

      FINRA

    • **Registered States** CA, CO, DE, FL, GA, IL, KY, MA, MI, MN, MS, MT, NC, NY, OH, OR, TN, TX, VA, WA

      FINRA

    • Series 66

      FINRA

  • Honors & Awards

    • Awarded to John T. Lawrence IV
      Best-In-State Wealth Advisors Fobes/SHOOK Apr 2023 The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to John T. Lawrence IV
      Best-In-State Wealth Management Team for 2023 - 2025 Forbes The Forbes rating is compiled by SHOOK Research and is awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures.
    • Awarded to John T. Lawrence IV
      Top Next-Gen Wealth Advisors Best-In-State 2022 - 2024 Forbes The Forbes rating is compiled by SHOOK Research and awarded annually in August based on information from a 12-month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures.

  • Volunteer Experience

    • Board of Directors

      Issued by Taft Museum of Art on Jan 2016
      Taft Museum of ArtAssociated with John T. Lawrence IV