Lawrence Jules
3edge Asset Management · Naples, Florida
Lawrence Jules is a fee-only financial advisor at 3edge Asset Management in Naples, Florida. 3edge Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3edge Asset Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.95B across 2,207 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5170157 |
| Exams passed | Series 66 (2006) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521 |
How Lawrence's firm compares
- 3edge Asset Management's average account is about $885,000, from its Form ADV (assets managed divided by 2,207 accounts).
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Questions about Lawrence
Is Lawrence Jules a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and 3edge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, 3edge Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Lawrence Jules based?
Lawrence Jules is based in Naples, Florida.
Is Lawrence Jules registered with the SEC?
Yes. Lawrence Jules is registered as an investment adviser representative in MA (CRD 5170157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3edge Asset Management manage?
3edge Asset Management reports $1.95B across 2,207 accounts in assets under management.
How do I contact Lawrence Jules?
Through Lawrence's website, podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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