Sean J Lucke

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

• 05/2018 → 07/2023
  Jpmorgan Securities Llc
  San Francisco, CA
• 07/2015 → 05/2018
  Jp Morgan Chase Bank, Na
  New York, NY
• 08/2023 → 10/2023
  Unemployed
  San Francisco, CA
• 11/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 11/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA

Other Businesses

Entity Name: Presidio & Concordia Club Investment related: No Address: 8 Presidio Terrace, San Francisco, CA 94118 https://www.pgccsf.com/ Nature of the other business: Nonprofit  Position/Title/Relationship: Board Member Start Date: 02/18/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Finance committee of a social / golf club.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-20
• S63 Uniform Securities Agent State Law Examination
  2018-08-06

Other Names

• Sean Joseph Lucke