AUMdb
LJ

Lacey Jordan

CRD 4800294 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Summit Wealth Group Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗