Jacob M. Johns

LUCAS RETIREMENT GROUP

ANTHEM, AZ 85086

CRD#: 7467213

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Professional summary

Jacob Matthew Johns is a registered financial advisor currently at LUCAS RETIREMENT GROUP LLC located in Anthem, Arizona.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Matthew Johns's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 9, 2026 - Present

LUCAS RETIREMENT GROUP LLC

Office #1: 42210 N 41st Drive Suite 140, Anthem, AZ 85086

RIA

CRD#: 341225

ANTHEM, AZ

Past

August 19, 2025 - January 7, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Tempe, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/10/2025

Securities Industry Essentials Examination

Current Firm

LUCAS RETIREMENT GROUP LLC

CRD#: 341225 / SEC#:

Arizona

Registered Investment Advisory firm - (5/7/2026 Approved)

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Contact information

Main Address

42210 N 41st Drive Suite 140, Anthem, AZ 85086

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob M. Johns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Matthew Johns's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUCAS RETIREMENT GROUP LLC

FLORIDA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2025

SIE

Date: 6/10/2025

Current Firm

LUCAS RETIREMENT GROUP LLC

Contact information

Documents

Red Flags

Company Information

LUCAS RETIREMENT GROUP LLC

TRUST BUT VERIFY

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