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Matthew Shane Lusk

JMK & ASSOCIATES, LLC·SPOKANE, Washington
Unclaimed Profile
102 EAST MAIN STREET, SPOKANE, WA 99202CRD# 4938407Firm CRD# 312760
01

About

Matthew Shane Lusk is a registered financial advisor based in SPOKANE, Washington, affiliated with JMK & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JMK & ASSOCIATES, LLC
JMK & ASSOCIATES, LLC
AUM
$353M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JMK & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4938407
Firm CRD# 312760
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Shane Lusk offer?
Matthew Shane Lusk specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are Matthew Shane Lusk's credentials?
Matthew Shane Lusk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Shane Lusk located?
Matthew Shane Lusk is based in SPOKANE, Washington, working with JMK & ASSOCIATES, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Matthew Shane Lusk charge for services?
Matthew Shane Lusk'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 JMK & ASSOCIATES, LLC?
JMK & ASSOCIATES, LLC has approximately 5 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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