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Jean-Luc Michel Julien Bourdon

Lucent Wealth Planning, LLC

Santa Barbara, CA

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Current Employers
Lucent Wealth Planning, Llc

2920 De La Vina Street, Santa Barbara, CA 93105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-05
CA RA APPROVED 2018-07-27
  • TX RA
    APPROVED_RES
    Since 2023-07-05
  • CA RA
    APPROVED
    Since 2018-07-27

Branch Locations

2920 De La Vina Street, Santa Barbara, CA 93105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jean-Luc Bourdon Sole Prop Summerland CA 01/2006 12/2018
Brightpath Wealth Planning, Llc Camarillo CA 12/2011 09/2018
Lucent Wealth Planning, Llc Santa Barbara CA 05/2018 Present
Previous Registrations
  • 2012-04-18 → 2018-10-01
    Brightpath Wealth Planning, Llc
    Camarillo, CA
    Santa Barbara, CA
  • 2011-09-26 → 2012-04-30
    Kozak Financial Advisory
    Camarillo, CA
  • 2011-04-05 → 2011-12-25
    Summerland Wealth Planning
    Carpinteria, CA
  • 2007-03-05 → 2011-09-28
    Walpole Financial Advisors, Llc
    Goleta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-04
  • S65 Uniform Investment Adviser Law Examination
    2006-08-04
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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