Jeremy
Stevens

David Lukas Financial

CRD#7158953
Investment Advisor
in Maumelle, AR

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About this Advisor

Jeremy Stevens is a financial advisor based in Maumelle, Arkansas, who has been in the financial industry for 22 years. Stevens currently works for David Lukas Financial. Their career trajectory has included roles at Entergy Services, Us Air Force and David Lukas Financial. Stevens maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Arkansas. David Lukas Financial is a business operating out of Maumelle, Arkansas. It manages $23 million in total assets among its 160 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 160 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of services provided. However, fee types billed by David Lukas Financial most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

9792 Maumelle Blvd
Maumelle, AR 72113

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David Lukas Financial Brokerage Details

Total Assets Under Management

$22,983,000

AR Average: $880,205,985
Total Number of Employees

4

AR Average: 42
Total Number of Accounts

160

AR Average: 1,714
Average Account Size

$143,644

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jeremy Stevens Work History

Jeremy has 22 years of experience.

2018 - Present (3 years)

David Lukas Financial

2006 - Present (15 years)

Entergy Services

1998 - 2018 (20 years)

Us Air Force

Disclosures

Jeremy Stevens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at David Lukas Financial

David Lukas
Maumelle, AR
Jeremy Stevens
Maumelle, AR

This content was compiled from the SEC and FINRA.

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