Lucas Turner

Advisor at Edward Jones

Updated today

Location

Sherman, IL 62684

Credentials

Series 63, Series 66

Industry experience

17 years

About

Lucas Turner is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Country Trust Bank, Country Capital Management Company, Country Insurance Affiliates, and Horace Mann. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

420 Crossing Ste 5

Sherman, IL 62684

Most active in

Illinois · Texas

Work history

Edward Jones

2025 - Present (1 year)

Country Trust Bank

2023 - 2025 (2 years)

Country Capital Management Company

2020 - 2025 (5 years)

Country Trust Bank

2020 - 2022 (2 years)

Country Insurance Affiliates

2019 - 2025 (6 years)

Horace Mann Investors Inc

2019 - 2019 (1 year)

Horace Mann Insurance

2010 - 2019 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities Active portfolio management Options & derivatives strategies
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General retirement planning Wealth management
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