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RIA / WealthAdvisor35 years in industry

JEFFREY ALLEN LUTZ

Advisor at INVEST CAPITAL PARTNERS

SPRINGBORO, OH

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Search this name across graphsid dfx:ria:3c8049de-f6c0-d050-e677-afc342b8456f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVEST CAPITAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 29, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 29, 1991
First registration: Feb 28, 2000
Dual registered: no
Other names: JEFF LUTZ
IAPD individual key: 2074166

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVEST CAPITAL PARTNERS	Independent wealth	Jun 17, 2018	n/a	yes	SPRINGBORO, OH	Current employment
MORGAN STANLEY	Wirehouse	Jun 13, 2011	Jul 13, 2018	no	DAYTON, OH\|Beavercreek, OH\|Centerville, OH	Previous registration
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Jun 20, 2005	Jun 15, 2011	no	DAYTON, OH\|DAYTON, OH	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Oct 8, 2003	Jun 23, 2005	no	DAYTON, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 28, 2000	Sep 15, 2003	no	DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	INVEST CAPITAL PARTNERS	Jul 13, 2018	Jun 17, 2018	-26	Firm change	Wirehouse to RIA
J.J.B. HILLIARD, W.L. LYONS, LLC	MORGAN STANLEY	Jun 15, 2011	Jun 13, 2011	-2	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	J.J.B. HILLIARD, W.L. LYONS, LLC	Jun 23, 2005	Jun 20, 2005	-3	Firm change	Other
WELLS FARGO ADVISORS	LEGG MASON WOOD WALKER, INCORPORATED	Sep 15, 2003	Oct 8, 2003	23	Firm change	Other

Relationships

Registered with (5)

→ INVEST CAPITAL PARTNERSRegistered adviserregistration: current employment
Jun 17, 2018 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 13, 2011 to Jul 13, 2018factForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Jun 20, 2005 to Jun 15, 2011factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Oct 8, 2003 to Jun 23, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 28, 2000 to Sep 15, 2003factForm ADV

Dated events

No dated event names this entity yet.