DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan Andrew Lawrance
Feed of 09/15/2026
Also filed as Jon A Lawrance
At current firm
7 y
since Nov 8, 2018
In the industry
16 y
since May 25, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- John Hancock Investment Management LLC asset manager currentsince Nov 8, 2018 · Boston, Ma
- Manulife Investment Management (US) LLC asset managerAug 18, 2015 to Nov 8, 2018 · Boston, Ma
- E.S.Schwartz And Company, Inc unclassifiedMay 26, 2010 to Jun 18, 2015 · Auburndale, Ma
Moves
a registration end followed by a registration begin elsewhere
- Manulife Investment Management (US) LLC to John Hancock Investment Management LLCleft Nov 8, 2018, registered Nov 8, 2018 (0 days) · corporate re-registration, not a move
- E.S.Schwartz And Company, Inc to Manulife Investment Management (US) LLCleft Jun 18, 2015, registered Aug 18, 2015 (61 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address