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Luke Painter, Aif® Email & Phone Number
Associate Financial Advisor
at
Edward Jones
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor
Location
San Luis Obispo, California, United States
Who is Luke Painter, Aif®? Overview
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Quick answer
Luke Painter, Aif® is listed as Associate Financial Advisor at Edward Jones, based in San Luis Obispo, California, United States. AeroLeads shows a matched LinkedIn profile for Luke Painter, Aif®.
Luke Painter, Aif® previously worked as Client Services Associate at Crew Wealth Management and Director Of Corporate Relations at Financial Management Association (Cp Slo). Luke Painter, Aif® holds Bachelor Of Business Administration - Bba, Accounting from California Polytechnic State University-San Luis Obispo.
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Email format at Edward Jones
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Edward Jones
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Profile bio
About Luke Painter, Aif®
"People rarely buy the plan; instead, they almost always buy the planner" - Nick MurrayI am a CFA Level II candidate, attempting to bridge the gap between data analytics and optimal financial management. I'm always seeking to continue to work outside of my comfort zone with a diverse group of team members and apply my leadership abilities to a professional institution. I believe that my skills are highly profitable as I have worked to improve my profession in multiple nationwide locations, concentrations, and markets to better understand the nature of the global economy.
Current workplace
Luke Painter, Aif®'s current company
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8 roles
Luke Painter, Aif® work experience
A career timeline built from the work history available for this profile.
Client Services Associate
►Manage day-to-day operations, execute liquidity trades, and move money requests from $500-$2 million► Paraplanner for over 10 financial plans with average net worth $750,000 or more for an FA in the top 0.5% of over 22,000 nationwide LPL independent advisors►Successfully presented and implemented a Granting Policy for a 100-year old Charity Donor-Advised Fund based off historical returns and their Mission Statement►Updated 1-4 Daily Keynote Reviews for existing clients using metadata from Redtail CRM and made recommendations for 1-20 Action Items per family to move money, adjust stated financial goals, and to politely ask for introductions to friends in need of financial planning► Performed research on equity, ETF, and Mutual Fund positions in the CWM proprietary advisory models; sat with wholesalers and a PM to monitor capital gains distributions, concentration of positions, possible rebalancing, and empirical performance ►Spearheaded initiatives to expand to offer a Business Valuation/ Consulting service for existing business owners who did not have an Exit Strategy► Managed qualified leads, following up with 1-4 leads per week to convert to an initial Discovery Meeting► Settled 3 estates in the event of client death or client family-member death, often wiring funds from escrow to settle real estateCrew Wealth Management advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA, SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Mar 2022 - May 2024
Director Of Corporate Relations
Mar 2021 - Apr 2022
Director Of Finance
Apr 2020 - Mar 2021
Director Of Finance
Apr 2020 - Mar 2021
Sep 2019 - Mar 2021
Sales Associate Intern
Lmp Associates Inc
LMP Associates, INC. is a small S corp dealing in the auto-body collision industry, whose selling and representative territory is in Southwestern Pennsylvania and all of West Virginia. I was proudly in charge of implementing and assisting in numerous product changeovers in over 20 body shops over the course of six months on behalf of a wholesaler. In addition, I filed company paperwork and reimagined live product demonstrations, including technology as a resource rather than a crutch. I gained invaluable sales and public speaking experience as a result of this position.
May 2020 - Dec 2020
Associate
Jul 2017 - Aug 2019
3 education records
Luke Painter, Aif® education
Bachelor Of Business Administration - Bba, Accounting
Mathematics And Statistics
Physical Sciences
FAQ
Frequently asked questions about Luke Painter, Aif®
Quick answers generated from the profile data available on this page.
What company does Luke Painter, Aif® work for?
Luke Painter, Aif® works for Edward Jones.
What is Luke Painter, Aif®'s role at Edward Jones?
Luke Painter, Aif® is listed as Associate Financial Advisor at Edward Jones.
Where is Luke Painter, Aif® based?
Luke Painter, Aif® is based in San Luis Obispo, California, United States while working with Edward Jones.
What companies has Luke Painter, Aif® worked for?
Luke Painter, Aif® has worked for Edward Jones, Crew Wealth Management, Financial Management Association (Cp Slo), Financial Management Association, Cal Poly, and California Polytechnic State University-San Luis Obispo.
How can I contact Luke Painter, Aif®?
You can use AeroLeads to view verified contact signals for Luke Painter, Aif® at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Luke Painter, Aif® attend?
Luke Painter, Aif® holds Bachelor Of Business Administration - Bba, Accounting from California Polytechnic State University-San Luis Obispo.
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