Casey Camacho-Jones, financial advisor San Diego CA
88 score

Casey Camacho-Jones

CRD Number: 5986638
Current Firm: Lucia Capital Group

Casey Camacho-Jones (CRD# 5986638) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rjl Wealth Management San Diego, CA Nov 2011 - Current 5
Unemployed San Diego, CA Sep 2011 - Oct 2011 < 1
The Fish Market San Diego, CA Apr 2010 - Sep 2011 1
Trader Joe's Oakland, CA Mar 2008 - Feb 2010 1
United Colors Of Benetton San Francisco, CA Feb 2007 - Feb 2008 1
San Francisco State San Francisco, CA Sep 2005 - May 2007 1
Starbucks San Francisco, CA Feb 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Casey D. Camacho-Jones
Phone Number: 800-644-1150
Firm Website: http://www.luciacap.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    499
    MILLIONS
  • Total Number of Accounts
    3,719
    ACCOUNTS
  • Average Account Value
    $134,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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