Jean-Luc Michel Julien Bourdon

Employer firm

Lucent Wealth Planning, LLC CRD 297447

$103M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 12/2018
  Jean-Luc Bourdon Sole Prop
  Summerland, CA
• 12/2011 → 09/2018
  Brightpath Wealth Planning, Llc
  Camarillo, CA
• 05/2018 → Present
  Lucent Wealth Planning, Llc
  Santa Barbara, CA

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

• S65 Uniform Investment Adviser Law Examination
  2006-08-04

Designations

• Personal Financial Specialist