Lucas Christian Munds
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesJul 2023 to now
- Coastal Community BuildersMar 2022 to Jul 2023
- Residential Custom BuildersMar 2022 to Nov 2022
- Arnold BuildersJan 2021 to Mar 2022
- Progressive Business ServicesApr 2020 to Jan 2023
- Monastery of the Risen ChristNov 2019 to Jan 2021
- Embassy SuitesFeb 2019 to Feb 2020
- UnemployedOct 2018 to Feb 2020
- Extended TravelJul 2017 to Oct 2018
- Attended Cal Poly San Luis ObispoJul 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7787796
- Firm CRD
- 250