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Jason Paul Lucas

Excel Wealth Management, LLC

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About Jason Paul Lucas

Jason Paul Lucas is a financial professional with over a decade of experience in the financial services industry. Jason has a broad background in financial planning and portfolio management and has worked with clients ranging from individuals and families to businesses and institutions. Jason has a strong understanding of a variety of investment products and services, and is dedicated to helping clients achieve their financial goals. He is currently registered with Excel Wealth Management, LLC and serves clients in the states of Connecticut and Massachusetts.

Firm Information

Jason Lucas is currently registered with Excel Wealth Management, LLC. Excel Wealth Management, LLC is an investment advisor located in Manchester, CT. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, and pension and profit-sharing plans. They have a total of 232 client accounts with $232,703,491 in regulatory assets under management.
Excel Wealth Management, LLC

935 MAIN STREET

MANCHESTER, CT 06040

$232.70M

Assets Under Management

5,000

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lucas’s Registration & Firm History

CT

12/13/2023 - Present

Excel Wealth Management, LLC (MANCHESTER CT)

MA

11/16/2012 - 08/14/2017

PAYCHEX SECURITIES CORPORATION (QUINCY MA)

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Licenses & Designations

BC

Issued 11/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jason Paul Lucas. Review regulatory record here.
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