Lucas JonesCRD 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.
Tcfg Investment Advisors, LLC
Spectrum Wealth Management, LLC
Colver Asset Management, LLC
|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|
Total Assets Under Management2,448MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$1,112,599
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, HI, IL, MA, MD, MI, MT, NE, NH, NY, OR, PA, TX, UT, VA, WA, WY
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.