Lacey Jordan
Investment Adviser Representative at Summit Wealth Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lacey Jordan is an investment adviser representative with Summit Wealth Group in Colorado Springs, CO, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Commonwealth Financial Network and Metlife Securities Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado, North Carolina, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, North Carolina, Texas
- Broker:
4 states and territories
Arkansas, Colorado, Michigan, Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Commonwealth Financial NetworkMay 2015 – Apr 2025San Diego, CA
- Summit Wealth Group, LLCApr 2025 – no end date reportedColorado Springs, CO
- Purshe Kaplan Sterling InvestmentsApr 2025 – no end date reportedAlbany, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Wealth Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Summit Wealth Group offers customized financial planning and investment management, including portfolio design based on risk tolerance, time horizon, and goals; alternative investments, funds, individual stocks, commodities, and private equities; as well as access to tax planning, estate planning, CPAs, and attorneys. The firm also recently launched Family Office Services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Colorado Springs, CO
- Founded:
- 1985
- SEC file number:
- 801-132262
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at Summit Wealth Group
Showing 12 of 37 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lacey Jordan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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