Jeffrey Allen Lutz
Investment Adviser Representative at Invest Capital Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Allen Lutz is an investment adviser representative with Invest Capital Partners in Springboro, OH, where they have been registered since 2018. They have worked in the securities industry since 1991 and have been registered with 5 firms, including Morgan Stanley and J.j.b. Hilliard, W.l. Lyons, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Private BANK, N.A.Jan 2015 – Jun 2018New York, NY
- Morgan StanleyMay 2014 – Feb 2017Beavercreek, OH
- Morgan StanleyFeb 2017 – Jun 2018Centerville, OH
- InVest Capital Partners, LLCJun 2018 – no end date reportedSpringboro, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Invest Capital Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, and insurance solutions, including retirement planning, portfolio management, insurance solutions, estate planning, and overall lifetime financial management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Springboro, OH
- Founded:
- 2017
- SEC file number:
- 801-110218
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 5, 2026
View full firm profileOther advisors at Invest Capital Partners
8 other advisors in the directory
Similar advisors in Springboro, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Allen Lutz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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