James Lukas is a registered investment advisor at Wells Fargo Advisors, based in Westfield, NJ, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
50 Cardinal Drive, Suite 101, Westfield, NJ, 07090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the sole proprietor of LUJAM LLC, a 100% owned entity in Edison, NJ, related to investments for FINET. He spends no time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
First Fidelity Brokers, INC.Broker
State Registrations11 states
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