Unclaimed Profile

Jennifer Margaret Lukic

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.·LOS ANGELES, California

Series 65Clean record17 years registeredCAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

333 SOUTH HOPE STREET, LOS ANGELES, CA 90071CRD# 5398514Firm CRD# 312837

Profile Verification

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

Identity

Jennifer Margaret Lukic · LOS ANGELES, CA

Registration

CRD #5398514 · CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL BANK AND TRUST COMPANY

Jan 2016 – Nov 2019

IRVINE, CA

CAPITAL GUARDIAN TRUST COMPANY

Aug 2009 – Jan 2016

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 10, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CRD 312837 · SEC 801-121267

AUM

$38.3B

Regulatory assets under management

Employees

176

11,233 client accounts

Services offered by CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Margaret Lukic offer?

Jennifer Margaret Lukic specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Jennifer Margaret Lukic's credentials?

Jennifer Margaret Lukic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Margaret Lukic located?

Jennifer Margaret Lukic is based in LOS ANGELES, California, last registered with CAPITAL GROUP PRIVATE CLIENT SERVICES, INC..

How does Jennifer Margaret Lukic charge for services?

Jennifer Margaret Lukic'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 CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.?

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. has approximately 176 employees and manages $38.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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