Lucas
Jacobson
Mutual Advisors, LLC
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About this Advisor
Lucas Jacobson is a financial advisor based in San Diego, California, working with Mutual Advisors, LLC. Lucas has previously held positions at Presidio Capital Management, Wall Street Associates, First Allied Securities, Inc, First Allied Advisory Services/ Cetera Investment Advisors, Massmutual Life Insurance Company, Mml Investors Services LLC, and Mutual Advisors, LLC. Lucas has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Lucas is part of Mutual Advisors, LLC, which operates out of San Diego, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lucas Jacobson Work History
Mutual Advisors, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
Presidio Capital Management
First Allied Securities, Inc
First Allied Advisory Services/ Cetera Investment Advisors
Wall Street Associates
Disclosures
Please visit the SEC profile of Lucas Jacobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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