Lucas Shane O'BRien

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

• 03/2015 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2008-09-08 → 2011-06-17
  Mml Investors Services, Llc
  New Castle, PA
• 2006-06-20 → 2007-07-27
  Country Capital Management Company
  Bloomington, IL
• 2006-06-15 → 2006-06-23
  Country Trust Bank
  Normal, IL

Exams

• S66 Uniform Combined State Law Examination
  2015-05-08
• S65 Uniform Investment Adviser Law Examination
  2008-08-22
• S63 Uniform Securities Agent State Law Examination
  2006-07-12

Designations

• Certified Financial Planner

Other Names

• Luke Shane O'BRien
• Luke Shane Obrien
• Lucas Shane Obrien