THE Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
9yrs
Luke Emerson
Financial advisor at Edward Jones
Luke Emerson is a fiduciary financial advisor in The Villages, Florida, with 9 years in the industry. Luke joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Luke holds the CFP® designation.
One of 175 advisors with offices in The Villages, and one of 160 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1150 Paige Place Spanish Springs Town Center, The Villages, FL 32159
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luke
How do I contact Luke?
Call Edward Jones at 314-515-2000 and ask for Luke Emerson. Luke works from the The Villages, FL office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Luke hold?
Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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