Joseph P. Lucia

President at RJL Wealth Management LLC

Joseph P. Lucia

Joseph P. Lucia

President at RJL Wealth Management LLC

Overview
Career Highlights

RJL Wealth Management LLC
LCM Investment Management LLC
RJL Holding Co. LLC

RelSci Relationships

36

Number of Awards

2

Interests

Family

Relationships
RelSci Relationships are individuals Joseph P. Lucia likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman & Chief Executive Officer at Lucia Wealth Services LLC

Relationship likelihood: Strong

Chief Financial Officer at RJL Wealth Management LLC

Relationship likelihood: Strong

Chief Investment Officer at RJL Wealth Management LLC

Relationship likelihood: Strong

Chief Executive Officer at LCM Investment Management LLC

Relationship likelihood: Strong

Chief Marketing Officer at RJL Wealth Management LLC

Relationship likelihood: Strong

Chief Financial Planning Officer at RJL Wealth Management LLC

Relationship likelihood: Strong

Relationship likelihood: Strong

Chief Compliance Officer at Validus Growth Investors LLC

Relationship likelihood: Strong

President at Lucia Securities LLC

Relationship likelihood: Strong

Senior Vice President, Research Portfolio Management at RJL Wealth Management LLC

Relationship likelihood: Strong

Paths to Joseph P. Lucia
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Joseph P. Lucia
President at RJL Wealth Management LLC
Education
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
Career History
President
Current

RJL Wealth Management LLC, a subsidiary of RJL Holding Co. 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 a private company headquartered in San Diego, CA. The firm provides investment and wealth management services. Derek Jerold Bruton is currently the CEO of the company.

Awards & Honors
Series 7 - General Securities Representative
Series 66 - Uniform Investment Adviser
Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Joseph P. Lucia. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Joseph P. Lucia's profile does not indicate a business or promotional relationship of any kind between RelSci and Joseph P. Lucia.
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