Jennifer Helton Luzzatto
President & Chief Compliance OfficerSummit Financial Partners, Inc.CRD 1527156
About Jennifer Helton Luzzatto
Jennifer Helton Luzzatto is listed as President & Chief Compliance Officer at Summit Financial Partners, Inc. in Glen Allen, VA. Form ADV reports a beneficial ownership band of Over 75%. Jennifer Helton Luzzatto is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Summit Financial Partners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Helton Luzzatto work?
Jennifer Helton Luzzatto is listed as President & Chief Compliance Officer at Summit Financial Partners, Inc. on SEC Form ADV.
How much of Summit Financial Partners, Inc. does Jennifer Helton Luzzatto own?
Form ADV reports a beneficial ownership band of Over 75%.
Summit Financial Partners, Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1999 |
Strathmore Capital Advisors, Inc.
| Title | Director Of Trading |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |