Richard Lee Lucas
Investment adviser representative at J.P. Morgan Securities LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
Are you Richard Lee Lucas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- J.P. Morgan Securities LLCOct 2012 to now
- JPMorgan Chase Bank, N.A.Sep 2006 to now
- Space Dog Properties, LLCJan 2005 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn 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
- 2736571
- Firm CRD
- 79