Lucas Matthew Ladd

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:

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

Current Employers

Employment History

• 03/2010 → 04/2017
  Aig Capital Services, Inc.
  Woodland Hills, CA
• 04/2011 → 04/2017
  Sunamerica Retirement Markets, Inc.
  Woodland Hills, CA
• 04/2017 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2009-09-21 → 2010-03-04
  Edward Jones
  Ft Collins, CO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-05-21
• S63 Uniform Securities Agent State Law Examination
  2005-05-25

Designations

• Certified Financial Planner

Other Names

• Lucas Matthew Ladd