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.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
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 |
- DE
- PA
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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