Lawrence L. Jules

3EDGE ASSET MANAGEMENT, LP

Boston, MA 02110

Some features on this profile are disabled

CRD#: 5170157

Professional summary

Lawrence L Jules is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lawrence has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Ixelles Management Inc. USA / Passive Investments. REAL ESTATE DEVELOPMENT AND PROPERTY MANAGEMENT US Address: 111 Middlesex Turnpike Suite 1080, Burlington, MA 01803. Number of hours per month 0. Role Owner/President. Start date: 1/3/2017. (2) xelles Management S.R.L - Title "Passive Investor" Act as Strategic Advisor. Number of hours per month 0. Start date 9/1/2025- present. Invest in Real Estate, Transportation and Start-Ups, Equity/Debt. Santo Domingo, Dominican Republic. Investment related. (3) Tidal Trust III Fund Board Title "Independent Trustee" Position Board Member. Number per month 5 hours. Duties: Fund Oversight. Investment related. Address: 234 W. Florida St., Suite 203, Milwaukee, WI 53204; Start date: 12/20/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence L Jules's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2022 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

RIA

CRD#: 282059

Boston, MA

Past

March 7, 2018 - December 21, 2021

CHARLES SCHWAB INVESTMENT ADVISORY, INC

RIA

CRD#: 151739

Boston, MA

Past

November 10, 2010 - March 30, 2018

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

Past

December 15, 2008 - November 18, 2010

WINDWARD INVESTMENT MANAGEMENT INC

RIA

CRD#: 109405

BOSTON, MA

Past

June 26, 2006 - July 31, 2008

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BURLINGTON, MA

Past

June 21, 2006 - July 31, 2008

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BURLINGTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/30/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/1/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/22/2006

General Securities Representative Examination

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lawrence L. Jules

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence L Jules's CRS (Customer Relationship Summary).

Certified licenses

Experience

3EDGE ASSET MANAGEMENT, LP

CHARLES SCHWAB INVESTMENT ADVISORY, INC

WINDHAVEN INVESTMENT MANAGEMENT, INC.

WINDWARD INVESTMENT MANAGEMENT INC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2006

Series 7

Date: 5/22/2006

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

Similar Advisors