James Jeffrey Lugo is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2026-03-11 | present | Yes |
| IMA ADVISORY SERVICES, INC. | 2023-01-31 | 2024-03-12 | — |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 2014-07-21 | 2022-12-07 | — |