Craig Lucas
Craig Lucas is a registered investment advisor at J.P. Morgan Securities LLC, based in Brooklyn, NY, with 17 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
1240 Liberty Ave, Brooklyn, NY, 11208
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Craig works as a caregiver for an elderly family member, providing basic duties around the home on weekends. This takes about a quarter of his time.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations18 states
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
More Advisors
- Man SoJ.P. Morgan Securities LLC
- Years DavisJ.P. Morgan Securities LLC
- Anthony CafieroJ.P. Morgan Securities LLC
- Yekaterina TumayevaJ.P. Morgan Securities LLC
- Yury Menbaev, CFPJ.P. Morgan Securities LLC
- Vito AvvintiJ.P. Morgan Securities LLC