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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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