Jason Lukz
Jason Lukz is a registered investment advisor, based in Cleveland Heights, OH, with 15 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Cleveland Heights, OH
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Jason is the owner/sole proprietor of an operational and/or marketing name for Avantax Services, dedicating full-time hours to it. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, with minimal time spent selling annuities and variable insurance products. Jason is also associated with Golden Financial Consulting, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 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
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