Jonathan Jerry Arayata Lucas

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-12

Branch Locations

Mckinney, TX • United States

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

Organization	City	State	From	To
World Financial Group, Inc.	Plano	TX	06/1998	01/2023
Transamerica Financial Advisors, Inc	Plano	TX	10/2012	01/2023
Debtmerica Relief/Optima Tax Relief	Santa Ana	CA	04/2012	04/2022
Heartland Institute Of Financial Education	Greenwood Village	CO	02/2018	01/2023
Uber	Plano	TX	05/2018	03/2020
Assurance Iq, Inc.	Mckinney	TX	09/2021	12/2022
Purchase Mortgage Professional, Mr. Cooper	Lewisville	TX	10/2021	12/2022
Tata Consultancy Services	Hiawatha	IA	01/2023	03/2023
Transamerica Capital, Inc.	Denver	CO	02/2023	03/2023
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	03/2023	Present
Tiaa	Frisco	TX	03/2023	Present
Lyft	Plano	TX	05/2018	03/2020

06/1998 → 01/2023

World Financial Group, Inc.

Plano, TX
10/2012 → 01/2023

Transamerica Financial Advisors, Inc

Plano, TX
04/2012 → 04/2022

Debtmerica Relief/Optima Tax Relief

Santa Ana, CA
02/2018 → 01/2023

Heartland Institute Of Financial Education

Greenwood Village, CO
05/2018 → 03/2020

Uber

Plano, TX
09/2021 → 12/2022

Assurance Iq, Inc.

Mckinney, TX
10/2021 → 12/2022

Purchase Mortgage Professional, Mr. Cooper

Lewisville, TX
01/2023 → 03/2023

Tata Consultancy Services

Hiawatha, IA
02/2023 → 03/2023

Transamerica Capital, Inc.

Denver, CO
03/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
03/2023 → Present

Tiaa

Frisco, TX
05/2018 → 03/2020

Lyft

Plano, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-14
S63	Uniform Securities Agent State Law Examination	1999-01-04