Unclaimed Profile

Matthew Shane Lusk

JMK & ASSOCIATES, LLC·SPOKANE, Washington

SIE, Series 7, Series 6621 years registeredJMK & ASSOCIATES, LLC

102 EAST MAIN STREET, SPOKANE, WA 99202CRD# 4938407Firm CRD# 312760

Profile Verification

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

Identity

Matthew Shane Lusk · SPOKANE, WA

Registration

CRD #4938407 · JMK & ASSOCIATES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2024 – present

JMK & ASSOCIATES, LLC

Mar 2021 – Jan 2024

SPOKANE, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Nov 2019 – Jun 2021

Spokane, WA

UBS FINANCIAL SERVICES INC.

Mar 2013 – Nov 2019

SPOKANE, WA

D.A. DAVIDSON & CO.

Jul 2005 – Apr 2013

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 26, 2005

Years registered · 21

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JMK & ASSOCIATES, LLC

CRD 312760 · SEC 801-120424

AUM

$353M

Regulatory assets under management

Employees

2,274 client accounts

Services offered by JMK & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JMK & ASSOCIATES, LLC →

Introduction

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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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