AeroLeads people directory · profile
Luke Painter, Aif® Email & Phone Number
Associate Financial Advisor
at
Edward Jones
LinkedIn matched
✓ Verified Jun 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
A concise factual answer block for searchers comparing this professional profile.
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.
Company email context
Email format at Edward Jones
This section adds company-level context without repeating Luke Painter, Aif®'s masked contact details.
Edward Jones
Review company-level records connected to Luke Painter, Aif® before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
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.
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.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial