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JEAN-LUC MICHEL JULIEN BOURDON
CRD#: 5238953
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Investment Adviser
LUCENT WEALTH PLANNING, LLCCRD#: 297447 2920 DE LA VINA STREET
SANTA BARBARA, CA 93105
Registration History
2008201020122014201620182020202220242026IALUCENT WEALTH PLANNING, LLC (CRD# 297447)2018 - Present (6 years)IABRIGHTPATH WEALTH PLANNING, LLC (CRD# 160563)2012 - 2018 (6 years)IAKOZAK FINANCIAL ADVISORY (CRD# 131954)2011 - 2012 (<1 year)IASUMMERLAND WEALTH PLANNING (CRD# 156692)2011 - 2011 (<1 year)IAWALPOLE FINANCIAL ADVISORS, LLC (CRD# 135834)2007 - 2011 (4 years)
License(s)

State Registrations

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California 7/27/2018

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Texas 7/17/2023

Current Registration(s)
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LUCENT WEALTH PLANNING, LLC (CRD#:297447)
2920 DE LA VINA STREET, SANTA BARBARA, CA 93105
Registered with this firm since 7/27/2018

Previous Registration(s)
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04/18/2012 - 10/01/2018 BRIGHTPATH WEALTH PLANNING, LLC (CRD#:160563) CAMARILLO, CA
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09/26/2011 - 04/30/2012 KOZAK FINANCIAL ADVISORY (CRD#:131954) CAMARILLO, CA
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04/05/2011 - 12/25/2011 SUMMERLAND WEALTH PLANNING (CRD#:156692) CARPINTERIA, CA
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03/05/2007 - 09/28/2011 WALPOLE FINANCIAL ADVISORS, LLC (CRD#:135834) GOLETA, CA
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Disclosures
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