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About this Advisor
Lucas Reis is an investment advisor whose office is in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accumulated 13 years of work experience as a financial advisor. Reis holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Reis is able to work with clients 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 headquartered in Tempe, Arizona, and has 13,586 brick-and-mortar locations across the United States. As an advisor firm, Edward Jones manages $329 billion in assets throughout 3,047,151 accounts and retains more than 23,408 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones offers 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 14 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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