Jennifer LucovichCRD 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 13 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Bmo Harris Financial Advisors, Inc.||Scottsdale, AZ||Aug 2012 - Current||5|
|Bmo Harris Bank Na||Milwaukee, WI||Jul 2011 - Current||6|
|M&i Financial Advisors||Scottsdale, AZ||Sep 2010 - Current||7|
|M&i Insurance Services||Milwaukee, WI||Sep 2010 - Current||7|
|M&i Trust Company||Milwaukee, WI||Sep 2010 - Current||7|
|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|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- 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
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