Jeanette Lucas, financial advisor Martinsville NJ
96 score

Jeanette Lucas

CRD Number: 5515342
Current Firm: Condor Capital Wealth Management

Jeanette Lucas (CRD# 5515342) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 9 years of experience in the finance industry. Jeanette Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Condor Capital Management Martinsville, NJ May 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Jeanette Lucas
Phone Number: 732-356-7323
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
  • Other
Types of Clients
Registered States


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

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