Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Jacobson is a financial advisor with over 20 years of experience in the industry. He is currently a registered investment advisor representative (IAR) with Mutual Advisors, LLC, where he has been employed since August 2023. Lucas holds the Series 7, Series 63, and SIE licenses. He is also a Chartered Financial Analyst (CFA) and holds the Series 7 and Series 63 securities licenses. Lucas specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Prior to joining Mutual Advisors, LLC, Lucas was employed by MML Investors Services, LLC, and First Allied Securities, Inc. Lucas is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Hourly consulting
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
CA
08/14/2023 - Present
Mutual Advisors, LLC (San Diego CA)
CA
10/08/2021 - 08/15/2023
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
05/25/2020 - 07/22/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CT
10/09/2002 - 03/29/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
07/10/2002 - 08/15/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 06/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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