Jennifer H. Luzzatto
STRATHMORE CAPITAL ADVISORS
Glen Allen, VA 23059
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CRD#: 1527156
Professional summary
Jennifer Helton Luzzatto, CFP®, who also goes by Jennifer Jean Helton, is a registered financial advisor currently at STRATHMORE CAPITAL ADVISORS located in Glen Allen, Virginia.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jennifer has worked at 2 firms .
Core Areas of Focus
College/Education Planning
Investment Advice with Ongoing Management
Middle Income Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
While I find my career very rewarding, I feel it is important to participate in charitable causes as well. I currently serve as the chair of the Investment Committee for The Community Tax Law Project in Richmond, VA. The Community Tax Law Project provides assistance to lower income tax payers who need assistance in dealing with the IRS.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Socially Responsible Investing
Inheritance
Life Transitions
Retirement Income Management
Investment Planning
Social Security Planning
Tax Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jennifer Jean Helton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Helton Luzzatto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
November 6, 2025 - Present
STRATHMORE CAPITAL ADVISORS
Office #1: 5231 Hickory Park Drive Suite A, Glen Allen, VA 23059RIA
CRD#: 135008
Glen Allen, VA
Past
August 23, 2000 - November 6, 2025
SUMMIT FINANCIAL PARTNERS, INC.
RIA
CRD#: 117749
Glen Allen, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STRATHMORE CAPITAL ADVISORS
STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC
CRD#: 135008 / SEC#: 801-106984
RIA
Registered Investment Advisory firm - (1/4/2016 Approved)District of Columbia
Registered Investment Advisory firm - (1/29/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/29/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/6/2025)
IAR
Virginia(11/6/2025)
Exams
Current Firm
SC
STRATHMORE CAPITAL ADVISORS
STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC
CRD#: 135008 / SEC#: 801-106984
RIA
Registered Investment Advisory firm - (1/4/2016 Approved)District of Columbia
Registered Investment Advisory firm - (1/29/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/29/2016 Terminated)PREMIUM
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Contact information
Main Address
2825 South Blvd. Suite 350, Charlotte, NC 28209
Mailing Address
Phone number
(704) 364-4241
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,594 |
| AUM (Assets Under Management) | $ 805,034,607 |
Red Flags
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