Matthew
Jude
Lucas Group Financial Planners, Inc
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About this Advisor
Matthew Jude is a financial advisor working in Sacramento, California who has 3 years of relevant experience. Jude is an employee of Lucas Group Financial Planners, Inc. Jude has gained experience at Lucas Group Financial Planners, Inc, Amazon, United Parcel Servic, Black Sheep Bar & Grill, Morris & Garritano Insurance Agency, Inc and California Polytechnic State University. Jude holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Lucas Group Financial Planners, Inc is an advisory company that has its headquarters in Sacramento, CA. The firm has just five people on staff. It manages $250 million in total assets across its 786 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 786 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. Lucas Group Financial Planners, Inc offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Lucas Group Financial Planners, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lucas Group Financial Planners, Inc Brokerage Details
$250,199,601
5
786
$318,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Jude Work History
Matthew has been registered as a financial advisor for 3 years.*
Lucas Group Financial Planners, Inc
Amazon
United Parcel Servic
Black Sheep Bar & Grill
Morris & Garritano Insurance Agency, Inc
California Polytechnic State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Jude to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lucas Group Financial Planners, Inc
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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