Jacob Lusby, financial advisor Newark DE

Jacob Lusby

CRD Number: 5294339
Current Firm: Raymond James Financial Services Advisors, Inc.

Jacob Lusby (CRD# 5294339) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newark, DE and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Inc. Newark, DE Mar 2022 - Current 2
Raymond James Financial Services Advisors Newark, DE Mar 2022 - Current 2
Fulton Financial Advisors Newark, DE Mar 2022 - Current 2
Fulton Bank Newark, DE Mar 2022 - Current 2
Citizens Securities, Inc. West Chester, PA Jan 2018 - Mar 2022 4
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 Phoenixvillenewar, 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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Jacob E. Lusby
Phone Number: 727-567-3020
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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