Jeffrey Lucas (CRD# 5851768) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sandusky, OH and has 1 year of experience in the finance industry.
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
CRD# 2046333
Structured Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sandusky, OH | May 2023 - Current | 1 |
| Jeff Lucas Insurance Agency | Sandusky, OH | May 2011 - Current | 13 |
| State Farm Vp Management Corp. | Sandusky, OH | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OH
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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