Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Ann Lukehart is a financial advisor with LPL Financial LLC. Jill has been in the financial industry since 1989 and is registered with the state of California. Jill Ann Lukehart has worked at several firms prior to LPL Financial LLC, including Lucia Securities, LLC, Financial Advisers of America, LLC, Girard Securities, Inc., Spelman & Co., Inc., and Sentra Securities Corporation. Jill Ann Lukehart holds the Series 4, 7, 24, 52, 53, and 63 licenses. Jill Ann Lukehart specializes in investment advisory services, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/19/2012 - 12/31/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
03/05/2007 - 06/15/2012
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
01/03/2003 - 08/31/2006
GIRARD SECURITIES, INC. (SAN DIEGO CA)
AZ
01/09/2002 - 01/02/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
01/09/2002 - 12/20/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/12/2001 - 11/27/2001
STOCK USA, INC. (EL CAJON CA)
CA
05/07/1998 - 12/31/1998
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
AZ
06/25/1993 - 04/22/1998
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
03/20/1991 - 04/22/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
10/15/1991 - 01/24/1997
GIRARD SECURITIES, INC. (SAN DIEGO CA)
SC
07/18/1990 - 03/18/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/07/1989 - 03/20/1990
FIRST IMPERIAL INVESTOR SERVICES, INC.
SC
01/23/1986 - 06/22/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
BC
Issued 01/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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