Jeffrey Lott, financial advisor Monroeville PA

Jeffrey Lott

CRD Number: 3018148
Current Firm: Marion Wealth Management

Jeffrey Lott (CRD# 3018148) is an Investment Advisor Representative working at Marion Wealth Management in Monroeville, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Marion Wealth Mangement Monroeville, PA Sep 2021 - Current 2
Marion Wealth Management Monroeville, PA Jul 2021 - Current 2
Wealthpointe Financial LLC Monroeville, PA Apr 2017 - Current 6
United Planners' Financial Services Of America Scottsdale, AZ Sep 2018 - Mar 2022 3
Wells Fargo Advisors Financial Network, LLC Monroeville, PA Apr 2017 - Sep 2018 1
Wells Fargo Clearing Services, LLC Monroeville, PA Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors LLC Monroeville, PA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Jeffrey D. Lott
Phone Number: 412-372-3849
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    414
    MILLIONS
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $327,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, LA, MD, NC, NH, NY, OH, PA, TX, VA

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