Lucas Martins vaz
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesOct 2021 to now
- Yellow Duck Pool RepairAug 2021 to Sep 2021
- Troon Golf and Club Management- Colonial Country ClubAug 2019 to Jul 2021
- Sankaty Head Golf ClubJun 2019 to Sep 2019
- Troon Golf and Club Management- Colonial Country ClubJan 2019 to May 2019
- UnemployedOct 2018 to Dec 2018
- Gulf Harbour Country ClubMay 2018 to Sep 2018
- Florida Gulf Coast UniversitySep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6633899
- Firm CRD
- 250