Jennifer Lucovich, financial advisor Phoenix AZ
93 score

Jennifer Lucovich

CRD Number: 4584570
Current Firm: Bmo Harris Financial Advisors, Inc.

Jennifer Lucovich (CRD# 4584570) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Scottsdale, AZ Aug 2012 - Current 4
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Current 5
M&i Financial Advisors Scottsdale, AZ Sep 2010 - Current 6
M&i Insurance Services Milwaukee, WI Sep 2010 - Current 6
M&i Trust Company Milwaukee, WI Sep 2010 - Current 6
Morgan Stanley Smith Barney Mystic, CT Jun 2009 - Sep 2010 1
Morgan Stanley & Company, Incorporated Mystic, CT Apr 2007 - Sep 2010 3
Morgan Stanley Dw Inc. Mystic, CT Feb 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Jennifer A. Lucovich
Phone Number: 877-225-3863
Registered State(s):
  • AZ
  • FL
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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