Ashley
Salinsky Lucas

Missionsquare Retirement

CRD#5289101
Investment Advisor
in Canfield, OH

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About this Advisor

Ashley Salinsky Lucas is a financial advisor based in Canfield, Ohio, working with Missionsquare Retirement. Ashley has previously held positions at Jpmorgan Chase Na, A & K Contracting, J.P. Morgan Securities LLC, Studio 217 Photography, A And R Designs, Jpmorgan Chase Bank, N.A, Missionsquare Investment Services, and Missionsquare Retirement. Ashley has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Ashley is part of Missionsquare Retirement, which operates out of Canfield, Ohio. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Canfield, OH

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$668,171,497

OH Average: $4,886,152,200
Total Number of Employees

623

OH Average: 60
Total Number of Accounts

1

OH Average: 205
Average Account Size

$668,171,497

OH Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ashley Salinsky Lucas Work History

2022 - Present (2 years)

Missionsquare Investment Services

2022 - Present (2 years)

Missionsquare Retirement

2017 - Present (7 years)

A And R Designs

2009 - Present (15 years)

A & K Contracting

2015 - 2017 (2 years)

Studio 217 Photography

2015 - 2021 (6 years)

Jpmorgan Chase Bank, N.A

2012 - 2021 (9 years)

J.P. Morgan Securities LLC

2007 - 2015 (8 years)

Jpmorgan Chase Na

Disclosures

Please visit the SEC profile of Ashley Salinsky Lucas 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 Missionsquare Retirement

Jacob Hoffman
Washington, DC
Mark Fitzpatrick
Washington, DC
Ben Bates
Phoenix, AZ
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Christian Lee
Santa Clara, CA
Gabriel Zamacona
Edgewood, WA
Richert Hart
Glenview, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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