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Joseph P. Lucia

President at RJL Wealth Management LLC
Overview
Relationships
Paths
Education
Memberships
Career History
Awards & Honors

Joseph P. Lucia

President at RJL Wealth Management LLC

Overview

Notable Companies
RJL Wealth Management LLC

RJL Capital Management LLC

RJL Holding Co. LLC
Awards
2
Number of Relationships
This person is connected to 35 people.
Interests
Family

Relationships See Details


Chairman at RJL Wealth Management LLC

Chief Executive Officer at RJL Capital Management LLC

Chief Financial Officer at RJL Wealth Management LLC

Chief Investment Officer at RJL Wealth Management LLC

Chief Compliance Officer at RJL Wealth Management LLC

Chief Marketing Officer at RJL Wealth Management LLC

Chief Financial Planning Officer at RJL Wealth Management LLC

President at Lucia Securities LLC

Senior Vice President at RJL Wealth Management LLC
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Paths to Joseph P. Lucia

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Educational Background

BS in Business Administration 
Class of 1997 
Pepperdine is a Christian university committed to the highest standards of academic excellence and Christian values, where students are strengthened for lives of purpose, service, and leadership.

Memberships

Member
Current

Career History

President
Current
Part of RJL Holding Co. LLC, RJL Wealth Management LLC is an American company located in San Diego, CA. The firm provides investment advice. It was founded in 2010. Derek Jerold Bruton is currently the CEO of the company.
President
Current
RJL Capital Management manages the Multi-Strategy Growth & Income Fund. In managing the fund, RJL Capital select from the following general types of investments: REITs, Alternative Investment Funds, Common Stocks, Structured Notes, Debt Securities, ETFs, mutual funds and closed-end funds.
President
Current
RJL Holding Co. LLC is an American private company located in San Diego, CA, that provides investment and wealth management services. Derek Jerold Bruton is currently the CEO of the firm.

Awards & Honors

Professional Certification
Series 7 - General Securities Representative
Professional Certification
Series 66 - Uniform Investment Adviser

Other Affiliations

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