AeroLeads people directory · profile
Samuel Lucas, V Email & Phone Number
Vice President, Banker
at
J.P. Morgan Private Bank
1 work email found
@schwab.com
2 phones found area 614
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Banker
Location
Atlanta Metropolitan Area, United States
Who is Samuel Lucas, V? Overview
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Quick answer
Samuel Lucas, V is listed as Vice President, Banker at J.P. Morgan Private Bank, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 614, and a matched LinkedIn profile for Samuel Lucas, V.
Samuel Lucas, V previously worked as VP - Financial Consultant at Charles Schwab and Associate Financial Consultant at Charles Schwab. Samuel Lucas, V holds Master Of Business Administration (Mba) from University Of Charleston.
Company email context
Email format at J.P. Morgan Private Bank
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*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Samuel Lucas, V. Compare company email patterns before reaching out.
Profile bio
About Samuel Lucas, V
As a Vice President and Private Banker at J.P. Morgan Private Bank, I offer personalized wealth management advice to business owners, C-suite executives, medical professionals, real estate developers and professional athletes in the Atlanta area. I draw from more than a decade of investment background to evaluate both sides of the balance sheet, and to help ensure that the assets my clients have worked so hard to accumulate are sustained for their lifetimes and generations to come.I am very relationship-oriented, diving deep to understand each individual’s goals so that I may integrate their needs into a cohesive plan forward. As a former collegiate athlete, I value a team approach, and tap the firm’s thought leadership to surround clients with specialists and other resources in disciplines that span banking, lending, portfolio construction, tax/estate planning and more. I provide direct access to esoteric ideas not commonly available to the average investor. I have a passion for the industry, and believe strongly in placing clients’ interests first and foremost.
Listed skills include Public Speaking, Leadership, Customer Service, Investments, and 5 others.
Current workplace
Samuel Lucas, V's current company
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6 roles
Samuel Lucas, V work experience
A career timeline built from the work history available for this profile.
Vice President, Banker
CurrentJ.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Mar 2024 - Present
Vp - Financial Consultant
Jan 2018 - Mar 2024
Associate Financial Consultant
Jun 2016 - Dec 2017
Financial Services Professional
Jan 2015 - May 2016
Wealth Management Intern
-Applied credit ratings for unrated Municipal bonds, using the benchmark standardized by S&P 500-Applied future outlook of credit upside or credit downside for corporate bond issuers-Performed financial audits on bond issuers-Researched historical data on managed futures, and providing a recommendation to the investment committee regarding the future of CTAs in a rising interest rate environment. My detailed written report is now being used by the investment committee to present to prospect and existing clients-Enhanced Bloomberg database skills-Developed excel spreadsheets skills
Feb 2014 - Nov 2014
3 education records
Samuel Lucas, V education
Master Of Business Administration (Mba)
International Studies
Accounting/Finance
FAQ
Frequently asked questions about Samuel Lucas, V
Quick answers generated from the profile data available on this page.
What company does Samuel Lucas, V work for?
Samuel Lucas, V works for J.P. Morgan Private Bank.
What is Samuel Lucas, V's role at J.P. Morgan Private Bank?
Samuel Lucas, V is listed as Vice President, Banker at J.P. Morgan Private Bank.
What is Samuel Lucas, V's email address?
AeroLeads has found 1 work email signal at @schwab.com for Samuel Lucas, V at J.P. Morgan Private Bank.
What is Samuel Lucas, V's phone number?
AeroLeads has found 2 phone signal(s) with area code 614 for Samuel Lucas, V at J.P. Morgan Private Bank.
Where is Samuel Lucas, V based?
Samuel Lucas, V is based in Atlanta Metropolitan Area, United States while working with J.P. Morgan Private Bank.
What companies has Samuel Lucas, V worked for?
Samuel Lucas, V has worked for J.P. Morgan Private Bank, Charles Schwab, and United Bankshares, Inc.
How can I contact Samuel Lucas, V?
You can use AeroLeads to view verified contact signals for Samuel Lucas, V at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Samuel Lucas, V attend?
Samuel Lucas, V holds Master Of Business Administration (Mba) from University Of Charleston.
What skills is Samuel Lucas, V known for?
Samuel Lucas, V is listed with skills including Public Speaking, Leadership, Customer Service, Investments, Finance, Strategy, Charitable Giving, and Asset Allocation.
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