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Jacob Matthew Johns

Lucas Retirement Group LLC

Anthem, AZ

CRD 7467213

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Employer firm

Lucas Retirement Group LLC CRD 341225

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Lucas Retirement Group Llc

42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-09
  • AZ RA
    APPROVED
    Since 2026-06-09

Branch Locations

42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lucas Retirement Group Llc Anthem AZ 06/2026 Present
American Senior Benefits Olathe KS 02/2026 Present
Florida Financial Advisors Dba Four Corners Financial Advisors Tempe AZ 08/2025 01/2026
Self-Employed Auburn AL 11/2022 12/2024
Ameriprise Financial Auburn AL 09/2021 05/2022
Acre Auburn AL 08/2022 11/2022
The Hound Auburn AL 05/2021 09/2021
Pine Cove Colombus TX 05/2020 08/2020
Firehouse Subs Auburn AL 09/2020 10/2020
Unemployed Phoenix AZ 01/2024 07/2025
Unemployed Auburn AL 06/2022 07/2022
Unemployed Auburn AL 11/2020 04/2021
Unemployed Montgomery AL 08/2015 05/2020
Unemployed Auburn AL 09/2021 03/2022
  • 06/2026 → Present
    Anthem, AZ
  • 02/2026 → Present
    American Senior Benefits
    Olathe, KS
  • 08/2025 → 01/2026
    Florida Financial Advisors Dba Four Corners Financial Advisors
    Tempe, AZ
  • 11/2022 → 12/2024
    Self-Employed
    Auburn, AL
  • 09/2021 → 05/2022
    Ameriprise Financial
    Auburn, AL
  • 08/2022 → 11/2022
    Acre
    Auburn, AL
  • 05/2021 → 09/2021
    The Hound
    Auburn, AL
  • 05/2020 → 08/2020
    Pine Cove
    Colombus, TX
  • 09/2020 → 10/2020
    Firehouse Subs
    Auburn, AL
  • 01/2024 → 07/2025
    Unemployed
    Phoenix, AZ
  • 06/2022 → 07/2022
    Unemployed
    Auburn, AL
  • 11/2020 → 04/2021
    Unemployed
    Auburn, AL
  • 08/2015 → 05/2020
    Unemployed
    Montgomery, AL
  • 09/2021 → 03/2022
    Unemployed
    Auburn, AL
Previous Registrations
Other Businesses

American Senior Benefits; Investment Related; Olathe, KS; Fixed Insurance Sales; Insurance Agent; Started 02/2026; Approximately 180 hours spent per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-07-17

View on SEC IAPD

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