Jeffery Paul Wallem
Investment adviser representative at Lucas Group Financial Advisors, LLC
32 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$337.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Lucas Group Financial Advisors, LLCAug 2025 to now
- Cambridge Investment Research Advisors, Inc.Apr 2016 to Jan 2024
- Cambridge Investment Research, Inc.Apr 2016 to Jan 2024
- Wallem Associates, Inc.Feb 1994 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, NH, WI).
Lucas Group Financial Advisors, LLC
$337.7MAssets managed
429Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2454400
- Firm CRD
- 326880