Jonathan Lusk, financial advisor Houston TX
90 score

Jonathan Lusk

CRD Number: 5953278
Current Firm: Vine Capital Advisors LLC

Jonathan Lusk (CRD# 5953278) is an Investment Advisor Representative working at Vine Capital Advisors LLC in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Vine Capital Advisors, LLC Houston, TX Jan 2016 - Current < 1
Avalon Wealth Management LLC Houston, TX Jan 2013 - Jan 2016 3
Avalon Advisors, LLC Houston, TX Jan 2013 - Jan 2016 3
Goldman, Sachs & Company Houston, TX Jul 2011 - Jan 2013 1
Att Bellaire, TX Jan 2005 - Jun 2011 6
Rice University - Texas Houston, TX Aug 2009 - May 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Jonathan K. Lusk
Phone Number: 832-321-7285
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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