Jacob LusbyCRD 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 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Cco Investment Services Corp||Phoenixville, PA||Sep 2014 - Current||2|
|Citizens Bank||Plymouth Meeting, PA||Jul 2013 - Sep 2014||1|
|Cco Investments||Wyomissing, PA||Jun 2011 - Sep 2014||3|
|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|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV