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Jennifer Helton Luzzatto

Summit Financial Partners, Inc.

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About Jennifer Helton Luzzatto

Jennifer Luzzatto is a financial advisor at Summit Financial Partners, Inc. Jennifer has been a financial advisor since July 1999. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA®). Jennifer's specializations include financial planning, portfolio management for individuals, and pension consulting. Jennifer is currently registered with the state of North Carolina, Texas and Virginia. Jennifer is affiliated with Summit Financial Partners, Inc. Summit Financial Partners, Inc. is an independent financial advisory firm headquartered in Glen Allen, Virginia. Summit Financial Partners, Inc. provides financial advisory services to individuals and high-net-worth clients. Jennifer has a history of working with individuals, high-net-worth clients, and small businesses. Summit Financial Partners, Inc. is a fee-based firm, and Jennifer charges fees for her services. Jennifer is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Jennifer Luzzatto is currently registered with Summit Financial Partners, Inc.. Summit Financial Partners, Inc. is an investment advisor with approximately $124,518,239 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Summit Financial Partners, Inc. has a total of 465 client accounts.

$124.52M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Luzzatto’s Registration & Firm History

VA

08/23/2000 - Present

Summit Financial Partners, Inc. (Glen Allen VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Helton Luzzatto.
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