DFX Intelligence

Data Factory

RIA / WealthAdvisorPersonal Financial Specialist20 years in industry

JEAN-LUC MICHEL JULIEN BOURDON

Advisor at LUCENT WEALTH PLANNING, LLC

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:141fea02-7076-fd4e-7e59-cf9c2b2e8673

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LUCENT WEALTH PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S65
First exam: Aug 4, 2006
First registration: Mar 5, 2007
Dual registered: no
IAPD individual key: 5238953

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LUCENT WEALTH PLANNING, LLC	State registered	Jul 27, 2018	n/a	yes	SANTA BARBARA, CA	Current employment
BRIGHTPATH WEALTH PLANNING, LLC	Independent wealth	Apr 18, 2012	Oct 1, 2018	no	CAMARILLO, CA\|SANTA BARBARA, CA	Previous registration
KOZAK FINANCIAL ADVISORY	n/a	Sep 26, 2011	Apr 30, 2012	no	CAMARILLO, CA	Previous registration
SUMMERLAND WEALTH PLANNING	n/a	Apr 5, 2011	Dec 25, 2011	no	CARPINTERIA, CA	Previous registration
WALPOLE FINANCIAL ADVISORS, LLC	Former SEC adviser	Mar 5, 2007	Sep 28, 2011	no	GOLETA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BRIGHTPATH WEALTH PLANNING, LLC	LUCENT WEALTH PLANNING, LLC	Oct 1, 2018	Jul 27, 2018	-66	Firm change after gap	RIA to state RIA
KOZAK FINANCIAL ADVISORY	BRIGHTPATH WEALTH PLANNING, LLC	Apr 30, 2012	Apr 18, 2012	-12	Firm change	Other
SUMMERLAND WEALTH PLANNING	KOZAK FINANCIAL ADVISORY	Dec 25, 2011	Sep 26, 2011	-90	Firm change after gap	Other
WALPOLE FINANCIAL ADVISORS, LLC	SUMMERLAND WEALTH PLANNING	Sep 28, 2011	Apr 5, 2011	-176	Firm change after gap	Other

Relationships

Registered with (5)

→ LUCENT WEALTH PLANNING, LLCRegistered adviserregistration: current employment
Jul 27, 2018 to presentfactForm ADV
→ BRIGHTPATH WEALTH PLANNING, LLCRegistered adviserregistration: previous registration
Apr 18, 2012 to Oct 1, 2018factForm ADV
→ KOZAK FINANCIAL ADVISORYRegistered adviserregistration: previous registration
Sep 26, 2011 to Apr 30, 2012factForm ADV
→ SUMMERLAND WEALTH PLANNINGRegistered adviserregistration: previous registration
Apr 5, 2011 to Dec 25, 2011factForm ADV
→ WALPOLE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 5, 2007 to Sep 28, 2011factForm ADV

Dated events

No dated event names this entity yet.