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Jason Christopher Estes

Executive Vice-President, Chief Information & Technology OfficerLincoln Investment Planning, LLCCRD 7485210

About Jason Christopher Estes

Jason Christopher Estes is listed as Executive Vice-President, Chief Information & Technology Officer at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Jason Christopher Estes is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Lincoln Investment Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Christopher Estes work?

Jason Christopher Estes is listed as Executive Vice-President, Chief Information & Technology Officer at Lincoln Investment Planning, LLC on SEC Form ADV.

How much of Lincoln Investment Planning, LLC does Jason Christopher Estes own?

Form ADV reports a beneficial ownership band of Under 5%.

Lincoln Investment Planning, LLC

TitleExecutive Vice-President, Chief Information & Technology Officer
OwnershipUnder 5%
Control personYes
Since2025

Capital Analysts, LLC

TitleExecutive Vice-President, Chief Information & Technology Officer
OwnershipUnder 5%
Control personYes
Since2025