JL
Jerome Lucas
from Summit Trail Advisors, LLC
Jerome Lucas is a financial advisor based in New York, New York,
with 31 years of experience. Jerome currently works for
Summit Trail Advisors, LLC.
Jerome maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jerome Lucas works at Summit Trail Advisors, LLC
Summit Trail Advisors, LLC is a financial advisory firm based in New York, New York. It currently has approximately $5,495,868,717 of assets under management and employs about 93 people. Summit Trail Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, New York, 10017
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