Jean-Luc Bourdon
CRD Number: 5238953Current Firm: Lucent Wealth Planning, LLC
Compensation Model: Fee Only
Jean-Luc Bourdon, CPA, PFS (CRD# 5238953) is a principal and Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
As a financial planner who obtained the PFS credential exclusive to CPAs specialized in personal finance, Jean-Luc follows the Statements on Standards in Personal Financial Planning Services (SSPFPS) issued by the American Institute of CPAs (AICPA). The SSPFPS are enforced in California by the California Board of Accountancy.
Jean-Luc has a BS in Business Administration with a Finance concentration and an Accounting minor. Jean-Luc currently serves on the Personal Financial Planning Executive Committee of the AICPA and on the Personal Financial Planning committee of the California Society of CPAs.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lucent Wealth Planning, LLC | Santa Barbara, CA | May 2018 - Current | 5 |
| Jean-luc Bourdon Sole Prop | Summerland, CA | Jan 2006 - Dec 2018 | 12 |
| Brightpath Wealth Planning, LLC | Camarillo, CA | Dec 2011 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- CA
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$593,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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