Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Lucas is a Registered Representative and Investment Advisor Representative with Summit Trail Advisors, LLC. He is registered in New York and Texas and has over 30 years of experience in the financial services industry. Jerome Lucas has worked with a variety of firms, including Lehman Brothers Inc., Neuberger Berman, LLC, and Barclays Capital Inc., and has experience in investment management, financial planning, and portfolio management.
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.
Outsourced chief investment officer services / family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
10/09/2015 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
10/12/2015 - 03/07/2017
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
09/22/2008 - 10/22/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/28/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/17/2003 - 06/27/2005
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
10/25/1984 - 11/20/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 02/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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