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Joseph Jing-Ting Lu

Cutler Investment Group

Newport Beach, CA

Jacksonville, OR

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Current Employers
Cutler Investment Group

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-04-07
  • CA RA
    APP_PEND_IARCE
    Since 2026-04-07

Branch Locations

220 Newport Center Dr #20, Newport Beach, CA 92660 • United States

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cs Planning Corp. Portland OR 09/2018 12/2018
Conscious Capital Advisors, Llc Newport Beach CA 10/2018 02/2026
Joseph J. Lu La Mirada CA 09/2016 09/2018
Yosemite Capital Management Tustin CA 01/2019 02/2019
Cutler Investment Counsel Jacksonville OR 02/2026 Present
Cutler Investment Counsel, Llc Newport Beach CA 02/2026 Present
  • 09/2018 → 12/2018
    Cs Planning Corp.
    Portland, OR
  • 10/2018 → 02/2026
    Conscious Capital Advisors, Llc
    Newport Beach, CA
  • 09/2016 → 09/2018
    Joseph J. Lu
    La Mirada, CA
  • 01/2019 → 02/2019
    Yosemite Capital Management
    Tustin, CA
  • 02/2026 → Present
    Cutler Investment Counsel
    Jacksonville, OR
  • 02/2026 → Present
    Cutler Investment Counsel, Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-13
  • S63 Uniform Securities Agent State Law Examination
    2003-06-13
Designations
Other Names
  • Joe Lu

View on SEC IAPD

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