Lucas Jacob (CRD# 6942960) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lynden, WA and has over 4 years of experience in the finance industry.
CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
CRD# 1466824
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Lynden, WA | May 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Lynden, WA | May 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Lynden, WA | Feb 2019 - May 2019 | < 1 |
| Raymond James Financial Services, Inc. | Lynden, WA | Apr 2018 - Feb 2019 | < 1 |
| Peoples Bank | Bellingham, WA | May 2016 - Apr 2018 | 1 |
| Northwestern College | Orange City, IA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- WA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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