Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lucas is a registered representative with J.P. Morgan Securities LLC and holds Series 63, 6TO, and SIE licenses. David joined the firm on January 5, 2024 and works out of the San Jose, CA branch office. David has been in the financial industry since January 4, 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
01/05/2024 - Present
J.p. Morgan Securities LLC (SAN JOSE CA)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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