Paul Joseph Lukas

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2005 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Previous Registrations

• 2005-04-26 → 2005-06-25
  Parker/Hunter Incorporated
  Washington, PA

Other Businesses

1. Washington County Manufactures Assoc.; Not Investment Related; Washington, PA 15301; Nature: Dedicated to communicating and implementing ideas and projects designed to enhance the industrial climate of Washington County and its adjoining areas as well as advancing the professional knowledge of our members; Position: Member, Board of Trustees; Devotes 4 hrs. per month/ no hours during trading; Not Compensated. 2. Pittsburgh Outlaws Baseball Team, Canonsburg, PA. Volunteer youth traveling baseball team Coach (08/2020). Not compensated, 40 hours/month, not investment related. 3. Washington Youth Baseball Team, Washington, PA. Volunteer youth baseball Coach (02/2015). Not compensated, 20 hours/month, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  1997-08-29