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Luke Valutis

Edward Jones

Chicago, IL

CRD 7942261

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-22
IL RA APPROVED 2024-09-07
  • TX RA
    APPROVED
    Since 2026-04-22
  • IL RA
    APPROVED
    Since 2024-09-07

Branch Locations

939 W North Ave Suite 720, Chicago, IL 60642 • 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
Edward Jones St Louis MO 07/2024 Present
Unemployed Chicago IL 09/2023 06/2024
J.S. Held Llc Downers Grove IL 03/2021 08/2023
The Sargent Consulting Group, Llc Mokena IL 07/2019 02/2021
Robert Half Southfield MI 03/2017 04/2019
Qolity Tax Services Utica MI 06/2016 03/2017
Full-Time Education University Center MI 08/2011 12/2016
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 09/2023 → 06/2024
    Unemployed
    Chicago, IL
  • 03/2021 → 08/2023
    J.S. Held Llc
    Downers Grove, IL
  • 07/2019 → 02/2021
    The Sargent Consulting Group, Llc
    Mokena, IL
  • 03/2017 → 04/2019
    Robert Half
    Southfield, MI
  • 06/2016 → 03/2017
    Qolity Tax Services
    Utica, MI
  • 08/2011 → 12/2016
    Full-Time Education
    University Center, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03
Other Names
  • Luke A Valutis

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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