Inactive

Jennifer Helton Luzzatto

Strathmore Capital Advisors

CRD 1527156

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Employer firm

Strathmore Capital Advisors CRD 135008

$805M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Strathmore Capital Advisors

2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-06
VA	RA	APPROVED	2025-11-06

TX RA
APPROVED

Since 2025-11-06
VA RA
APPROVED

Since 2025-11-06

Branch Locations

5231 Hickory Park Drive Suite A, Glen Allen, VA 23059 • 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

Organization	City	State	From	To
Summit Financial Partners, Inc. (Fka Summit Financial Planning)	Richmond	VA	07/1999	10/2025
Strathmore Capital Advisors	Charlotte	NC	10/2025	Present

07/1999 → 10/2025

Summit Financial Partners, Inc. (Fka Summit Financial Planning)

Richmond, VA
10/2025 → Present

Strathmore Capital Advisors

Charlotte, NC

Previous Registrations

2000-08-23 → 2025-11-06

Summit Financial Partners, Inc.

Glen Allen, VA

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Jennifer Jean Helton

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CARLSON FINANCIAL

Nearby Investors

ALISHIA AREZOU DUBOIS

MICHAEL ROBERT ANLIKER

Nearby Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA

CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA

CARLSON FINANCIAL · GLEN ALLEN, VA

More in Glen Allen, VA

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