Jonathan LuskCRD 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 6 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Vine Capital Advisors, LLC||Houston, TX||Jan 2016 - Current||2|
|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|
Total Assets Under Management22MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$581,413
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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