Laurore B. Jean-pierre

JP LAW AND WEALTH ADVISORS PLLC

Maitland, FL 32751

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CRD#: 6858218

Professional summary

Laurore Bethanie Jean-pierre is a registered financial advisor currently at JP LAW AND WEALTH ADVISORS PLLC located in Maitland, Florida.

Laurore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Laurore has worked at 3 firms and has passed the Series 66, Series 63, SIE 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.

The firm is also a law firm and provides legal services. Ms. Jean-Pierre is the sole attorney, devoting approximately 80-160 hours per month (20 hours per month during trading hours), providing legal services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurore Bethanie Jean-pierre's 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

August 20, 2021 - Present

JP LAW AND WEALTH ADVISORS PLLC

Office #1: 555 Winderley Place 300, Maitland, FL 32751

RIA

CRD#: 314722

Maitland, FL

Past

December 15, 2020 - April 6, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

September 23, 2020 - April 6, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

February 16, 2018 - March 27, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

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

Florida
(8/20/2021)

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: 10/28/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/23/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/2018

General Securities Representative Examination

Current Firm

JP LAW AND WEALTH ADVISORS PLLC

JP LAW AND WEALTH ADVISORS PLLC | VB REAL ESTATE INVESTMENTS LLC | N.M.S LEGACY LLC

CRD#: 314722 / SEC#:

Florida

Registered Investment Advisory firm - (8/20/2021 Approved)

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Contact information

Main Address

555 Winderley Place 300, Maitland, FL 32751

Mailing Address

Phone number

(407) 990-9468

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 160,000

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.

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Laurore B. Jean-pierre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurore Bethanie Jean-pierre's CRS (Customer Relationship Summary).

Certified licenses

Experience

JP LAW AND WEALTH ADVISORS PLLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2020

Series 63

Date: 2/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2018

Current Firm

JP LAW AND WEALTH ADVISORS PLLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JP LAW AND WEALTH ADVISORS PLLC

TRUST BUT VERIFY

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