# JEFFREY ALLEN LUTZ

JEFFREY ALLEN LUTZ is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with INVEST CAPITAL PARTNERS.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INVEST CAPITAL PARTNERS](https://search.stillhousedata.com/firm/287987) | 2018-06-17 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-06-13 | 2018-07-13 | — |
| [J.J.B. HILLIARD, W.L. LYONS, LLC](https://search.stillhousedata.com/firm/453) | 2005-06-20 | 2011-06-15 | — |
| [LEGG MASON WOOD WALKER, INCORPORATED](https://search.stillhousedata.com/firm/6555) | 2003-10-08 | 2005-06-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2000-02-28 | 2003-09-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2074166)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2074166.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.