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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

Lucas Alan Jacobson

Advisor at MUTUAL ADVISORS, LLC

OMAHA, NE | San Diego, CA

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Search this name across graphsid dfx:ria:58363608-08b2-29c3-8da0-652f46f3b8fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2020 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: MUTUAL ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jun 5, 2020
First registration: Apr 6, 2020
Dual registered: no
Other names: LUKE ALAN JACOBSON
IAPD individual key: 4501885

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
MUTUAL ADVISORS, LLC	Bd affiliated wealth	Aug 14, 2023	n/a	yes	OMAHA, NE\|San Diego, CA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 8, 2021	Aug 15, 2023	no	SAN DIEGO, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Jul 22, 2021	no	SAN DIEGO, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jun 16, 2020	Nov 12, 2020	no	San Diego, CA	Previous registration
PRESIDIO CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 6, 2020	Oct 20, 2021	no	SAN DIEGO, 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
MML INVESTORS SERVICES, LLC	MUTUAL ADVISORS, LLC	Aug 15, 2023	Aug 14, 2023	-1	Firm change	Ibd to ibd
PRESIDIO CAPITAL MANAGEMENT, LLC	FIRST ALLIED ADVISORY SERVICES, INC.	Oct 20, 2021	Jun 16, 2020	-491	Firm change after gap	RIA to ibd
CETERA INVESTMENT ADVISERS LLC	MML INVESTORS SERVICES, LLC	Jul 22, 2021	Oct 8, 2021	78	Firm change	Ibd to ibd
FIRST ALLIED ADVISORY SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Nov 12, 2020	Nov 12, 2020	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (5)

→ MUTUAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 14, 2023 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 8, 2021 to Aug 15, 2023factForm ADV
→ PRESIDIO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 6, 2020 to Oct 20, 2021factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Jul 22, 2021factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 16, 2020 to Nov 12, 2020factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Lucas Alan Jacobson left Mml Investors Services, Llc for Mutual Advisors, Llc (registered 2023-08-14)
Form ADVobserved 6 days ago