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Vice President, Senior Financial Advisor · Summit Wealth Group

Lacey Jordan

CRD 4800294 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Wealth Group, an SEC-registered wealth manager based in Colorado Springs, CO with $2.3 billion in regulatory assets, lists Lacey Jordan on its Form ADV as Vice President, Senior Financial Advisor, a control person.

Firms and roles

  • Summit Wealth GroupVice President, Senior Financial AdvisorWealth manager · Colorado Springs, CO · $2.3B in regulatory assets

AtlasMembers

Lacey’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Lacey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lacey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.