Lucas Munds (CRD# 7787796) is an Investment Advisor Representative working at Edward Jones in Cayucos, CA and has 1 year of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
CRD# 2680698
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
| Coastal Community Builders | Pismo Beach, CA | Mar 2022 - Jul 2023 | 1 |
| Progressive Business Services | Morro Bay, CA | Apr 2020 - Jan 2023 | 2 |
| Residential Custom Builders | Morro Bay, CA | Mar 2022 - Nov 2022 | < 1 |
| Arnold Builders | Los Osos, CA | Jan 2021 - Mar 2022 | 1 |
| Monastery Of The Risen Christ | San Luis Obispo, CA | Nov 2019 - Jan 2021 | 1 |
| Embassy Suites | San Luis Obispo, CA | Feb 2019 - Feb 2020 | 1 |
| Unemployed | San Luis Obispo, CA | Oct 2018 - Feb 2020 | 1 |
| Extended Travel | San Luis Obispo, CA | Jul 2017 - Oct 2018 | 1 |
| Attended Cal Poly San Luis Obispo | San Luis Obispo, CA | Jul 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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