Jason Daniel Lawrence

CRD 5517839 · Northeast Planning Associates, Inc. · Portsmouth, NH

IA RegisteredBroker

Also appears in the source record as: Jason D Lawrence; Jason Lawrence; Jay D Lawrence; Jay Daniel Lawrence; Jay Lawrence

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5517839 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Northeast Planning Associates, Inc.
Firm CRD: 131406
SEC number: 801-110475
Assets under management: $414.0M as of May 8, 2026
Website: www.paulhbrock.com ↗
Phone: (603) 471-0900
Firm location: Bedford, NH, 03110

Employment history (7)

From the source registration record · current first

Lpl Financial LLCCurrent
Bedford, NH · IA capacity

start not retrieved → present
Lpl Financial LLCCurrent
Rochester, NH · IA capacity

start not retrieved → present
Lpl Financial LLCCurrent
Portsmouth, NH · IA capacity

start not retrieved → present
Lpl Financial LLCCurrent
Bedford, NH · IA capacity

start not retrieved → present
Lpl Financial LLCCurrent
Rochester, NH · IA capacity

start not retrieved → present
Lpl Financial LLCCurrent
Portsmouth, NH · IA capacity

start not retrieved → present
Northeast Planning Associates, Inc.Current
Portsmouth, NH · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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