Jeffery Paul Wallem
Partner And Wealth AdvisorLucas Group Financial Advisors, LLCCRD 2454400
About Jeffery Paul Wallem
Jeffery Paul Wallem is listed as Partner And Wealth Advisor at Lucas Group Financial Advisors, LLC in Freeport, IL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Lucas Group Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffery Paul Wallem work?
Jeffery Paul Wallem is listed as Partner And Wealth Advisor at Lucas Group Financial Advisors, LLC on SEC Form ADV.
How much of Lucas Group Financial Advisors, LLC does Jeffery Paul Wallem own?
Form ADV reports a beneficial ownership band of Under 5%.
Lucas Group Financial Advisors, LLC
| Title | Partner And Wealth Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |