Janean
Stripe

Lucia Capital Group

CRD#1663511
Investment Advisor
in San Diego, CA
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About this Advisor

Janean Stripe is a certified financial planner who works in San Diego, California, with a total of 22 years of financial industry experience. Stripe is on the advisory team at Lucia Capital Group. The advisor has gained experience at Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Stripe has a Series 63 license, designating them as a securities representative, and is approved to work in California and Texas. Lucia Capital Group is a financial advisory firm that has its headquarters in San Diego, California. The firm has offices in 22 locations and a total of 46 employees. It manages $1 billion in total assets among its 3,727 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 3,727 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lucia Capital Group performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on the financial services offered. Fee types charged by Lucia Capital Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

13520 Evening Creek Drive, N. Suite 300
San Diego, CA 92128

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Lucia Capital Group Brokerage Details

Total Assets Under Management

$1,290,078,717

CA Average: $7,578,581,321
Total Number of Employees

75

CA Average: 43
Total Number of Accounts

5,963

CA Average: 3,727
Average Account Size

$216,347

CA Average: $2,033,427

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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

Janean Stripe Work History

Janean has 22 years of experience.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2007 - 2011 (4 years)

First Allied Securities, Inc

1996 - 2010 (14 years)

Raymond J. Lucia Companies, Inc

Disclosures

Janean Stripe has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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