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Jennifer Helton Luzzatto

President & Chief Compliance OfficerSummit Financial Partners, Inc.CRD 1527156

About Jennifer Helton Luzzatto

Jennifer Helton Luzzatto is listed as President & Chief Compliance Officer at Summit Financial Partners, Inc. in Glen Allen, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Financial Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Helton Luzzatto work?

Jennifer Helton Luzzatto is listed as President & Chief Compliance Officer at Summit Financial Partners, Inc. on SEC Form ADV.

How much of Summit Financial Partners, Inc. does Jennifer Helton Luzzatto own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Financial Partners, Inc.

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1999
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