Joseph Jing-ting Lu
Investment adviser representative at Cutler Investment Group
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm 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
10 years in the industry.
- Cutler Investment GroupSep 2026 to now
- Cutler Investment Counsel, LLCFeb 2026 to now
- Yosemite Capital ManagementJan 2019 to Feb 2019
- Conscious Capital Advisors, LLCOct 2018 to Feb 2026
- Cs Planning Corp.Sep 2018 to Dec 2018
- Joseph J. LuSep 2016 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cutler Investment Group
Legal name: Cutler Investment Counsel, LLC
$1.5BAssets managed
1,074Clients
21Advisers
22 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
- 4668763
- Firm CRD
- 128483