Lacey Jordan
Investment adviser representative at Summit Wealth Group
11 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
11 years in the industry.
- Summit Wealth Group, LLCApr 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Commonwealth Financial NetworkMay 2015 to Apr 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CO, NC, TX).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
$2.3BAssets managed
3,117Clients
39Advisers
1 yearIn 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
- 4800294
- Firm CRD
- 335242