Jonathan Lucas, financial advisor Cincinnati OH
93 score

Jonathan Lucas

CRD Number: 5632489
Current Firm: The Huntington Investment Company

Jonathan Lucas (CRD# 5632489) is an Investment Advisor Representative working at The Huntington Investment Company in Cincinnati, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Aug 2011 - Current 6
Huntington National Bank Columbus, OH Aug 2011 - Current 6
Columbus Academy Alumni Board Gahann, OH Sep 2011 - Jun 2014 2
Rocky Fork Blacklick Accord New Albany, OH Jul 2011 - May 2013 1
J.p.morgan Securities Inc. Columbus, OH Feb 2009 - Aug 2011 2
Jpmorgan Chase Bank Columbus, OH Nov 2004 - Aug 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Jonathan R. Lucas
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    6,878
    ACCOUNTS
  • Average Account Value
    $129,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
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

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

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