Lucas J D'ARcy

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2018
  Foresters Financial Services
  Lombard, IL
• 04/2018 → 08/2019
  Lake Michigan Benefit Associates
  Glen Ellyn, IL
• 04/2018 → 07/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 04/2018 → 07/2019
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2019 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 11/2019 → 05/2022
  J.P. Morgan Securities Llc
  Chicago, IL
• 09/2019 → 10/2019
  Unemployed
  Chicago, IL
• 05/2022 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 04/2024 → Present
  Spaulding Suite Llc
  Chicago, IL

Other Businesses

Entity Name: Spaulding Suite LLC Investment related: No Address: Chicago, IL 60625 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/03/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My Spouse and I are 50% owners each in a LLC. The LLC's primary business use is to operate a property that we intend to rent for residential purposes. We will be paying a property management company to do almost all of the operation required and we will have little involvement outside of financial responsibilities. There will be no connection to JPMC.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-14
• S63 Uniform Securities Agent State Law Examination
  2016-08-11

Other Names

• Lucas Darcy
• Lucas John Darcy
• Lucas John D'ARcy