Managing Member · Marion Wealth Management
Jeffrey D. Lott
CRD 3018148 · Named on Form ADV at one SEC-registered adviser
At a glance
Marion Wealth Management, an SEC-registered wealth manager based in Monroeville, PA with $543 million in regulatory assets, lists Jeffrey D. Lott on its Form ADV as Managing Member, a control person.
Firms and roles
- Marion Wealth ManagementManaging MemberWealth manager · Monroeville, PA · $543M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael S. MarionManaging Member, Marion Wealth Management
- Leila M. ShaverChief Compliance Officer, Marion Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.