Managing Partner & Chief Compliance Officer · Bright Advisors
Jenifer A Sapel
CRD 4817849 · Named on Form ADV at one SEC-registered adviser
At a glance
Bright Advisors, an SEC-registered wealth manager based in Greenwood Village, CO with $128 million in regulatory assets, lists Jenifer A Sapel on its Form ADV as Managing Partner & Chief Compliance Officer, a control person.
Firms and roles
- Bright AdvisorsManaging Partner & Chief Compliance OfficerWealth manager · Greenwood Village, CO · $128M in regulatory assets
AtlasMembers
Jenifer’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
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Colleagues named on the same filings
- Lenore O ChampagnePartner, Bright Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.