Marissa Kay Lucas
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesNov 2022 to now
- American Heritage BankJun 2020 to Nov 2022
- Texas Tech UniveristyAug 2019 to Jun 2020
- Edward JonesJun 2019 to Aug 2019
- Texas Tech UniversityJan 2019 to Jun 2019
- Chili'sDec 2018 to Jan 2019
- Texas Tech UniversityAug 2018 to Dec 2018
- Chili'sMay 2018 to Aug 2018
- Texas Tech UniversityJan 2018 to May 2018
- Chili'sDec 2017 to Jan 2018
- Texas Tech UniversityAug 2017 to Dec 2017
- Chili'sJun 2017 to Aug 2017
- Texas Tech UniversityAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7113710
- Firm CRD
- 250