Jean Luckey
Jean Luckey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalispell, MT, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25 2nd Avenue West, Kalispell, MT, 59901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jean owns rental real estate through Aspen Partners LLC, dedicating minimal time to property maintenance and leasing. She also serves as a branch manager for Snow Peak Wealth Advisors, spending about half her time overseeing financial advisors.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Walnut Street Securities, INC.Broker
First Affiliated Securities, INC.Broker
First Affiliated Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations37 states
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