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About this Advisor
Lucas Reis is a financial advisor whose office is in Tempe, Arizona. Currently an advisor at Edward Jones, Reis has 12 years of professional experience as a registered investment advisor. Reis maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Reis is registered to serve investors based out of Arizona. Over the course of their career, they have held roles at Edward Jones, Snell Motors, Mankato State University and Charles Schwab & Co., Inc. Edward Jones is located in Tempe, Arizona, and operates out of 12,884 additional locations in the United States. In total, Edward Jones oversees $312 billion in assets across 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lucas Reis Work History
Lucas has 12 years of experience.
Charles Schwab & Co., Inc
Mankato State University
Lucas Reis has no disclosures.
Please visit their SEC profile for more details.
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