Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Dauch is a broker and investment advisor representative licensed in all 50 states and the District of Columbia. Lucas joined J.P. Morgan Securities LLC in 2016. Lucas holds the Series 63, Series 79, and SIE licenses. Lucas has over 6 years of experience in the financial services industry. Lucas primarily provides portfolio management, financial planning, and selection of other advisors for businesses and individuals.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/18/2016 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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