Lucas Jordan
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered 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 JonesAug 2025 to now
- Ameriprise Financial Services, LLCAug 2023 to Aug 2025
- Fortins Home FurnishingDec 2022 to Jul 2023
- Keystone Management CompanyMay 2022 to Jul 2022
- Brown Appliance and MattressMay 2021 to Sep 2022
- Thomas CollegeJul 2020 to Dec 2024
- Bellows WoodworksApr 2020 to Jul 2020
- Angelos PizzeriaNov 2018 to Jun 2019
- Ellsworth High SchoolJul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7798715
- Firm CRD
- 250