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 9 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|U.s. Bancorp Investments, Inc.||San Mateo, CA||Nov 2009 - Current||6|
|Chase Investment Services Corp.||San Mateo, CA||May 2009 - Oct 2009||< 1|
|Wm Financial Services||San Mateo, CA||May 2007 - Oct 2009||2|
|Wells Fargo||Burlingame, CA||Sep 2006 - May 2007||< 1|
|College Of San Mateo||San Mateo, CA||Apr 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- 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)
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