Investment adviser representative · Transcend Advisor Inc.
Jeffrey Lumin
CRD 2911822 · Paradise Valley, AZ
At a glance
Jeffrey Lumin is an investment adviser representative with Transcend Advisor Inc. in Paradise Valley, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2023, about 2 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Transcend Advisor Inc.Since December 2023Paradise Valley, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.