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Joann Lukas

J.v.b. Financial Group, LLC

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About Joann Lukas

Joann Lukas has been in the financial services industry since December 3, 1987. Currently, Joann Lukas is a Registered Representative at J.v.b. Financial Group, LLC in BOCA RATON, FL. Joann Lukas is also a Registered Principal. In the past, Joann Lukas has worked at JVB FINANCIAL GROUP, LLC, SAL FINANCIAL SERVICES, INC., JOSEPH CHARLES & ASSOC., INC., FIRST MIAMI SECURITIES, INC., MUNICIPAL AND GOVERNMENT SECURITIES CORPORATION OF NEW JERSEY, INTERSTATE/JOHNSON LANE CORPORATION and CLAYTON BROWN & ASSOCIATES, INC..

Firm Information

Joann Lukas is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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Joann Lukas’s Registration & Firm History

FL

10/01/2013 - Present

J.v.b. Financial Group, LLC (BOCA RATON FL)

FL

05/01/2001 - 01/31/2014

JVB FINANCIAL GROUP, LLC (BOCA RATON FL)

AL

01/11/2001 - 07/02/2001

SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

FL

10/08/1999 - 09/19/2000

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

FL

05/19/1992 - 10/29/1999

FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)

NY

03/18/1991 - 04/29/1992

MUNICIPAL AND GOVERNMENT SECURITIES CORPORATION OF NEW JERSEY (NEW YORK NY)

NC

09/07/1989 - 02/08/1991

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

NA

03/25/1987 - 06/13/1989

CLAYTON BROWN & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 11/20/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/29/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joann Lukas.
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