LF
LF

Luke Fenker

2 Years of Experience
Houston, TX
Broker

Luke Fenker is a registered investment advisor at Jefferies Investment Advisers LLC, based in Houston, TX, with 2 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

3 Allen Center, 333 Clay Street Houston, Suite 2400, Houston, TX, 77002

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History

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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Employment History
Current Registrations
Jefferies Investment Advisers LLC
June 2025 - Present · 1 yr 3 mos
Jefferies LLCBroker
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Park Avenue Securities LLCBroker
December 2023 - July 2025 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Luke Fenker - Financial Advisor | TrueAdvisor