Lucas Alan Jacobson
Investment adviser representative at Mutual Advisors, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$9.4BFirm 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
- Pension consulting
Experience
22 years in the industry.
- Mutual Advisors, LLC.Aug 2023 to now
- MML Investors Services LLCOct 2021 to Aug 2023
- Massmutual Life Insurance CompanyAug 2021 to Aug 2023
- First Allied Advisory Services/ Cetera Investment AdvisorsNov 2020 to Jul 2021
- First Allied Securities, Inc.Apr 2020 to Jul 2021
- Presidio Capital ManagementMar 2020 to Aug 2021
- UnemployedJan 2017 to Feb 2020
- Wall Street AssociatesApr 2004 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 4501885
- Firm CRD
- 167658