Jeffrey Lumin

Financial advisor at Transcend Advisor Inc. · Paradise Valley, AZ

Last updated 2026-10-10

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Jeffrey Lumin is a financial advisor at Transcend Advisor Inc. in Paradise Valley, AZ, CRD 2911822. IAPD registration began 2023-12-06.

Registration

CRD number
2911822
Registration status
Active
IAPD registration
2023-12-06
Industry Experience
2 years
Work Experience
14 years
States registered
AZ

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Analyst

Work history

  • 2017-09 to Present · Transcend Advisor, Inc. · Paradise Valley, AZ
  • 2012-07 to 2017-09 · Self-Employed · New York, NY

Current employment

  • Transcend Advisor Inc. · Paradise Valley, AZ

SEC IAPD record for Jeffrey Lumin

About

Jeffrey Lumin is a Chartered Financial Analyst financial advisor at Transcend Advisor Inc. in Paradise Valley, AZ. The latest record indicates 2 years of industry experience and 14 years of reported work history. Reported roles include Self-Employed.

Location

Paradise Valley, AZ

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Official record

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