Lucas Jones, financial advisor Aspen CO

Lucas Jones

CRD Number: 6616707
Current Firm: Obermeyer Wood Investment Counsel, Lllp

Lucas Jones (CRD# 6616707) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 6 years of experience in the finance industry.

Similar Advisors
Russell Andrews, financial advisor Aspen CO
Russell A. Andrews
CRD# 1702479
Tcfg Investment Advisors, LLC
Similar Advisors
Lawrence Buchholz, financial advisor Aspen CO
Lawrence R. Buchholz
CRD# 2967657
Spectrum Wealth Management, LLC
Similar Advisors
John Colver, financial advisor Aspen CO
John C. Colver
CRD# 5659228
Colver Asset Management, LLC
Company Name Location Dates Years
Obermeyer Wood Investment Counsel, Lllp Denver, CO May 2020 - Current 2
Perella Weinberg Partners Denver, CO Aug 2017 - Apr 2020 2
Northstar Securities LLC Greenwood Village, CO Apr 2017 - Aug 2017 < 1
Scottrade Westminster, CO Mar 2016 - Mar 2017 1
Unemployed Denver, CO Dec 2015 - Mar 2016 < 1
Baylor University Waco, TX Jun 2013 - Dec 2015 2
Univeristy Of Colorado Boulder Boulder, CO Jun 2011 - Jun 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Lucas R. Jones
Phone Number: 970-925-8747
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,448
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $1,112,599
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, MA, MD, MI, MT, NE, NH, NY, OR, PA, TX, UT, VA, WA, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.