Jeffrey Donald Lott is listed as Managing Member at Marion Wealth Management, LLC in Monroeville, PA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Marion Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Donald Lott work?
Jeffrey Donald Lott is listed as Managing Member at Marion Wealth Management, LLC on SEC Form ADV.
How much of Marion Wealth Management, LLC does Jeffrey Donald Lott own?
Form ADV reports a beneficial ownership band of 25-50%.