Jean-Luc Bourdon, financial advisor Santa Barbara CA

Jean-Luc Bourdon

CRD Number: 5238953
Current 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.

CONTACT
Similar Advisors
Austyn Abbas, financial advisor Santa Barbara CA
Austyn L. Abbas
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ibrahim Abboud, financial advisor Santa Barbara CA
Ibrahim I. Abboud
CRD# 5610266
Wells Fargo Clearing Services, LLC
Similar Advisors
Jeanne Abraham, financial advisor Santa Barbara CA
Jeanne M. Abraham
CRD# 2610909
Unionbanc Investment Services, LLC
Professional Designations
Company Name Location Dates Years
Lucent Wealth Planning, LLC Santa Barbara, CA May 2018 - Current 4
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
Contact Info for Jean-Luc M. Bourdon
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $416,686
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Ready to hire a financial advisor? Get competitive proposals from Jean-Luc Bourdon and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.