Unclaimed Profile

Jeffrey Donald Lott

MARION WEALTH MANAGEMENT, LLC·MONROEVILLE, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record23 years registeredMARION WEALTH MANAGEMENT, LLC

2790 MOSSIDE BLVD, MONROEVILLE, PA 15146CRD# 3018148Firm CRD# 315730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Donald Lott · MONROEVILLE, PA

Registration

CRD #3018148 · MARION WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MARION WEALTH MANAGEMENT

Sep 2021 – present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2018 – Apr 2022

MONROEVILLE, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2017 – Sep 2018

MONROEVILLE, PA

WELLS FARGO CLEARING SERVICES, LLC

Jul 2007 – Apr 2017

MONROEVILLE, PA

FERRIS, BAKER WATTS INCORPORATED

Nov 2002 – Aug 2007

MONROEVILLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARION WEALTH MANAGEMENT, LLC

CRD 315730 · SEC 801-122279

AUM

$414M

Regulatory assets under management

Employees

1,265 client accounts

Services offered by MARION WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARION WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Donald Lott offer?

Jeffrey Donald Lott specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.

What are Jeffrey Donald Lott's credentials?

Jeffrey Donald Lott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Donald Lott located?

Jeffrey Donald Lott is based in MONROEVILLE, Pennsylvania, working with MARION WEALTH MANAGEMENT, LLC. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.

How does Jeffrey Donald Lott charge for services?

Jeffrey Donald Lott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARION WEALTH MANAGEMENT, LLC?

MARION WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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