Advisor photo for Jonathan A Lucas

Jonathan A Lucas

CFP®, ChFC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
  • How I work

    I provide personalized advice based on what’s most important to you.
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    If you know someone who has financial questions, please let them know about my practice.
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  • About Ameriprise

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals

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