Jacob Lusby, financial advisor West Chester PA
93 score

Jacob Lusby

CRD Number: 5294339
Current Firm: Citizens Securities, Inc.

Jacob Lusby (CRD# 5294339) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Chester, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. West Chester, PA Jan 2018 - Current < 1
Thrive Insurance Group, LLC Fort Washington, PA May 2017 - Jan 2018 < 1
Thrive Capital Management, LLC Fort Washington, PA Mar 2017 - Jan 2018 < 1
Thrive Financial Services Parkesburg, PA Feb 2017 - Jan 2018 < 1
Cco Investment Services Corporation Phoenixville, PA Sep 2014 - Feb 2017 2
Citizens Securities, Inc. Phoenixville, PA Apr 2013 - Feb 2017 3
Citizens Securities, Inc. Phoenixville, Pa, PA Sep 2011 - Feb 2017 5
Citizens Bank Plymouth Meeting, PA Jul 2013 - Sep 2014 1
Cco Investments Wyomissing, PA Jun 2011 - Jul 2013 2
Citizens Bank Padli, PA May 2008 - Jun 2011 3
Wachovia Securities, LLC Jenkintown, PA Feb 2007 - May 2008 1
Wachovia Bank, N.a. Jenkintown, PA Feb 2006 - May 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
S63 Uniform Securities State Law Examination Jan 2012
Contact Info for Jacob E. Lusby
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • PA
  • NJ
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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