Lacey Jordan
Vice President, Senior Financial AdvisorSummit Wealth Group LLCCRD 4800294
About Lacey Jordan
Lacey Jordan is listed as Vice President, Senior Financial Advisor at Summit Wealth Group LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Wealth Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lacey Jordan work?
Lacey Jordan is listed as Vice President, Senior Financial Advisor at Summit Wealth Group LLC on SEC Form ADV.
How much of Summit Wealth Group LLC does Lacey Jordan own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Wealth Group LLC
| Title | Vice President, Senior Financial Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |