# JEFFREY DONALD LOTT

JEFFREY DONALD LOTT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with MARION WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARION WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/315730) | 2021-09-07 | present | Yes |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2018-09-14 | 2022-04-19 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2017-04-21 | 2018-09-17 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2007-07-20 | 2017-04-21 | — |
| [FERRIS, BAKER WATTS, LLC](https://search.stillhousedata.com/firm/285) | 2002-11-21 | 2007-08-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3018148)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3018148.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.