Lucas Jacob, financial advisor Lynden WA

Lucas Jacob

CRD Number: 6942960
Current Firm: Raymond James Financial Services Advisors, Inc.

Lucas Jacob (CRD# 6942960) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lynden, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Lynden, WA May 2019 - Current 3
Raymond James Financial Services, Inc. Lynden, WA May 2019 - Current 3
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
Contact Info for Lucas D. Jacob
Phone Number: 727-567-3020
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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