Unclaimed Profile

Jill Ann Lukehart

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63Clean record13 years registeredFINANCIAL ADVISERS OF AMERICA, LLC

1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 1096646Firm CRD# 142170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Ann Lukehart · CARLSBAD, CA

Registration

CRD #1096646 · FINANCIAL ADVISERS OF AMERICA, LLC · 13 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2020 – present

LUCIA CAPITAL GROUP

Aug 2012 – Dec 2020

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · August 28, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVISERS OF AMERICA, LLC

CRD 142170 · SEC 801-69221

AUM

$164M

Regulatory assets under management

Employees

681 client accounts

Services offered by FINANCIAL ADVISERS OF AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Ann Lukehart offer?

Jill Ann Lukehart specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Jill Ann Lukehart's credentials?

Jill Ann Lukehart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Ann Lukehart located?

Jill Ann Lukehart is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Jill Ann Lukehart charge for services?

Jill Ann Lukehart's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISERS OF AMERICA, LLC?

FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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