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Jeremy Wayne Lutz

Prudential Annuities Distributors, Inc.

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About Jeremy Wayne Lutz

Jeremy Lutz is a financial professional with over 20 years of experience in the industry. Jeremy is currently registered with Prudential Annuities Distributors, Inc. in Shelton, Connecticut. Prior to that, Jeremy was registered with several other firms including Brighthouse Securities, LLC in Charlotte, North Carolina, Symetra Securities, Inc. in Bellevue, Washington, Allianz Life Financial Services, LLC in Minneapolis, Minnesota, MetLife Investors Distribution Company in Ladera Ranch, California, MetLife Investors Distribution Company in Newport Beach, California, Foresters Equity Services, Inc. in San Diego, California, and NYLIFE Securities Inc. in New York, New York. Jeremy is licensed to sell securities in Arizona, California, Florida, Hawaii, Nevada, South Dakota and Utah. Jeremy holds Series 6, 7 and 63 licenses as well as the SIE exam.

Firm Information

Jeremy Lutz is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

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.

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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Jeremy Lutz’s Registration & Firm History

CT

08/29/2022 - Present

Prudential Annuities Distributors, Inc. (SHELTON CT)

NC

05/01/2018 - 08/01/2022

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

WA

02/17/2015 - 04/16/2018

SYMETRA SECURITIES, INC. (BELLEVUE WA)

MN

06/09/2014 - 02/12/2015

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

CA

12/11/2004 - 05/12/2014

METLIFE INVESTORS DISTRIBUTION COMPANY (LADERA RANCH CA)

CA

03/06/2003 - 12/11/2004

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

CA

03/22/2002 - 03/21/2003

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

09/18/2001 - 04/17/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/15/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeremy Wayne Lutz. Review regulatory record here.
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