Jeffrey LuCRD Number: 5356232
Current Firm: U.s. Bancorp Investments, Inc.
Jeffrey Lu (CRD# 5356232) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Mateo, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Us Bank||San Mateo, CA||Aug 2016 - Current||1|
|U.s. Bancorp Investments, Inc.||San Mateo, CA||Nov 2009 - Current||8|
|Chase Investment Services Corp.||San Mateo, CA||May 2009 - Oct 2009||< 1|
|Wm Financial Services||San Mateo, CA||May 2007 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- 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
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, VT, WA, WI, WV, WY
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