Jeffrey A. Lucas is a Wealth Manager with LPL Financial. Jeff has been providing investment and financial planning to high net worth families and institutional clients for nearly fifteen years.
Before his partnership with LPL Financial in 2009, Jeff was the manager of investments at Fairport Asset Management in Cleveland and portfolio manager at Frye Financial in Aventura, FL and began his career at McDonald Investments.
From his experience at these firms, Jeff honed a keen understanding of portfolio strategy, management, and financial planning. He leverages the LPL Financial research team to implement best practices.
Together, they believe that fundamental, valuation, and technical factors form the basis of a sound investment decision-making process. Successful investing does not always follow a basic “rule’s based” decision-making framework. Rather, the optimal way to make investment decisions is to follow a structure that offers the rigidity of a process but the flexibility to identify which factors are the most significant in each investment opportunity.
Jeff graduated from Cleveland State University with membership in Beta Gamma Sigma, the honor society for collegiate schools of business. He holds Series 7 and 65 securities registrations through LPL Financial as well as a Ohio Life and Variable Products licenses.
Jeff resides in University Heights, enjoys golf, triathlons and is actively involved with the United Cerebral Palsy Foundation of Greater Cleveland and The American Diabetes Association.