Lucas Jones
Lucas Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midlothian, VA, with 17 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
925 Coalfield Commons Place, Suite 101, Midlothian, VA, 23114
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Regulatory History
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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Lucas is a 50% owner and partner in PJ Capital Partners LLC since 2021. He spends a few hours per week on this business, none of which are during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations27 states
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