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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

JOSEPH JING-TING LU

Advisor at CUTLER INVESTMENT GROUP

JACKSONVILLE, OR | Newport Beach, CA

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Search this name across graphsid dfx:ria:3d624834-def7-7412-7fb8-b476d446d014

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2015 to Sep 15, 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: CUTLER INVESTMENT GROUP
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: Jun 13, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jun 13, 2003
First registration: Apr 30, 2015
Dual registered: no
Other names: JOE LU
IAPD individual key: 4668763

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
CUTLER INVESTMENT GROUP	Independent wealth	Apr 7, 2026	n/a	yes	Newport Beach, CA\|JACKSONVILLE, OR	Current employment
CONSCIOUS CAPITAL ADVISORS	n/a	Aug 15, 2019	Feb 22, 2026	no	NEWPORT BEACH, CA	Previous registration
YOSEMITE CAPITAL MANAGEMENT	Independent wealth	Feb 8, 2019	Mar 1, 2019	no	NEWPORT BEACH, CA	Previous registration
CS PLANNING CORP	Independent wealth	Sep 28, 2018	Dec 20, 2018	no	La Mirada, CA\|PORTLAND, OR	Previous registration
FINANCIAL ADVISORS NETWORK, INC.	Independent wealth	Apr 30, 2015	Mar 28, 2017	no	TUSTIN, CA	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
CONSCIOUS CAPITAL ADVISORS	CUTLER INVESTMENT GROUP	Feb 22, 2026	Apr 7, 2026	44	Firm change	Other
YOSEMITE CAPITAL MANAGEMENT	CONSCIOUS CAPITAL ADVISORS	Mar 1, 2019	Aug 15, 2019	167	Firm change	Other
CS PLANNING CORP	YOSEMITE CAPITAL MANAGEMENT	Dec 20, 2018	Feb 8, 2019	50	Firm change	RIA to RIA
FINANCIAL ADVISORS NETWORK, INC.	CS PLANNING CORP	Mar 28, 2017	Sep 28, 2018	549	Firm change after gap	Other

Relationships

Registered with (5)

→ CUTLER INVESTMENT GROUPRegistered adviserregistration: current employment
Apr 7, 2026 to presentfactForm ADV
→ CONSCIOUS CAPITAL ADVISORSRegistered adviserregistration: previous registration
Aug 15, 2019 to Feb 22, 2026factForm ADV
→ YOSEMITE CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 8, 2019 to Mar 1, 2019factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Sep 28, 2018 to Dec 20, 2018factForm ADV
→ FINANCIAL ADVISORS NETWORK, INC.Registered adviserregistration: previous registration
Apr 30, 2015 to Mar 28, 2017factForm ADV

Dated events

Occurred
Feb 22, 2026
Advisor changed firm
Joseph Jing-Ting Lu left Conscious Capital Advisors for Cutler Investment Group (registered 2026-04-07)
Form ADVobserved 5 days ago