JD
Jeffrey Donald Lott
CRD 3018148
Firms
| Firm | Role | As of |
|---|---|---|
| Marion Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Marion Wealth Management, Llc
Managing Member · 10% – 25% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗