Unclaimed Profile

Lucas Alan Jacobson

WALL STREET ASSOCIATES, LLC·LA JOLLA, California

SIE, Series 7, Series 7TO, Series 63CFAClean record6 years registeredWALL STREET ASSOCIATES, LLC

1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 4501885Firm CRD# 105494

Profile Verification

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

Identity

Lucas Alan Jacobson · LA JOLLA, CA

Registration

CRD #4501885 · WALL STREET ASSOCIATES, LLC · 6 years registered

Brand Profile

Not yet started

Career History

MUTUAL ADVISORS, LLC

Aug 2023 – present

MML INVESTORS SERVICES, LLC

Oct 2021 – Aug 2023

SAN DIEGO, CA

CETERA INVESTMENT ADVISERS LLC

Nov 2020 – Jul 2021

SAN DIEGO, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Jun 2020 – Nov 2020

San Diego, CA

PRESIDIO CAPITAL MANAGEMENT, LLC

Apr 2020 – Oct 2021

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · April 6, 2020

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALL STREET ASSOCIATES, LLC

CRD 105494 · SEC 801-30019

AUM

$366M

Regulatory assets under management

Employees

14 client accounts

Services offered by WALL STREET ASSOCIATES, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at WALL STREET ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Lucas Alan Jacobson offer?

Lucas Alan Jacobson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.

What are Lucas Alan Jacobson's credentials?

Lucas Alan Jacobson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lucas Alan Jacobson located?

Lucas Alan Jacobson is based in LA JOLLA, California, working with WALL STREET ASSOCIATES, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Lucas Alan Jacobson charge for services?

Lucas Alan Jacobson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALL STREET ASSOCIATES, LLC?

WALL STREET ASSOCIATES, LLC has approximately 10 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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