Lucas Amaral Coffey

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-04-11

TX RA
APPROVED

Since 2014-04-11

Branch Locations

4519 Mills Park Cir Ste 400, College Station, TX 77845-1101 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2013	Present

08/2013 → Present

Edward Jones

St Louis, MO

Other Businesses

Type of business: Rental Income College Station, TX Start date: 10/3/2015 Owner Hours per week: 1 Hours during trading: 0 Maintain property. * Sul Ross Lodge 1300 Type of business: Social Organization College Station, TX Start date: 1/2/2018 Master of Ceremonies Hours per week: 2 Hours during trading: 0 Participate in the activities and business meetings of the lodge.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-04

S66 Uniform Combined State Law Examination

2013-10-04

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Lucas Coffey

View on SEC IAPD