Jeffrey Donald Lott
Investment adviser representative at Marion Wealth Management
17 yearsExperience
2 statesRegistered in
$543.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Marion Wealth ManagementJul 2021 to now
- Wealthpointe Financial LLCApr 2017 to now
- United Planners' Financial Services of AmericaSep 2018 to Mar 2022
- Wells Fargo Advisors Financial Network, LLCApr 2017 to Sep 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Marion Wealth Management
Legal name: Marion Wealth Management, LLC
$543.4MAssets managed
456Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3018148
- Firm CRD
- 315730