Jeremy Lucas, financial advisor Lexington KY
93 score

Jeremy Lucas

CRD Number: 5580993
Current Firm: First Empire Asset Management, Inc.

Jeremy Lucas (CRD# 5580993) is an Investment Advisor Representative working at First Empire Asset Management, Inc. in Lexington, KY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
First Empire Securities, Inc. Hauppauge, NY Aug 2008 - Current 8
Unemployed Lexington, KY Dec 2007 - Aug 2008 < 1
Transunion, LLC Chicago, IL May 2000 - Dec 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Jeremy T. Lucas
Phone Number: 631-630-2500
Firm Website: http://www.1empiream.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    3,215
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,215,436,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IA, IL, KY, MI, NJ, NY, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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