Jason Lutz is a registered investment advisor, based in Des Peres, MO, with 21 years of industry experience.
Location
11801 Manchester Rd, Des Peres, MO, 63131
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason owns a rental house in St. Louis, MO. He also serves as trustee on his parents' revocable trust account.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2016 - Present · 9 yrs 11 mos
Cetera Investment Advisers LLC
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Rfg Advisory Group, LLC
June 2016 - August 2016 · 2 mos
LPL Financial LLCBroker
April 2016 - August 2016 · 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - April 2016 · 8 yrs 6 mos
National Planning CorporationBroker
October 2007 - April 2016 · 8 yrs 6 mos
American General Securities Incorporated
July 2006 - October 2007 · 1 yr 3 mos
American General Securities IncorporatedBroker
July 2004 - October 2007 · 3 yrs 3 mos
State Registrations19 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.