Alex Loyd Lutz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2022 → 07/2025
  Edward Jones
  St Louis, MO
• 05/2014 → 05/2022
  Citibank
  Fresno, CA
• 03/2017 → 07/2020
  Citibank
  Fresno, CA
• 05/2014 → 03/2017
  Citibank
  Fresno, CA
• 08/2016 → 11/2020
  National University
  Fresno, CA
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  San Diego, CA
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  San Diego, CA
• 08/2025 → Present
  Mission Fed Credit Union
  Sand Diego, CA

Previous Registrations

• 2022-10-31 → 2025-08-05
  Edward Jones
  Pearland, TX
  St Louis, MO
  Pearland, TX
  San Diego, CA

Other Businesses

(1)Name of Business: Mission Federal Credit Union Address: 269 W Washington St, San Diego, CA, 92103-1928, United States Activity Type: Bank or Credit Union Associate Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/04/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: investment services

Exams

• S66 Uniform Combined State Law Examination
  2022-10-27

Other Names

• Alex L Lutz