Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lucas is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Jonathan Lucas has been in the financial services industry for over 20 years, and has experience with a variety of investment products and services. Jonathan Lucas provides investment advice and financial planning services to a range of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Jonathan Lucas is also a licensed investment advisor representative in the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/12/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/14/2023 - 04/03/2023
TRANSAMERICA CAPITAL, INC. (Plano TX)
TX
10/16/2012 - 01/19/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
NY
07/11/2008 - 11/09/2010
WORLD GROUP SECURITIES, INC. (NEW ROCHELLE NY)
GA
04/12/2002 - 08/14/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/01/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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