Jennifer
Butler
Summit Wealth And Retirement Partners
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About this Advisor
Jennifer Butler is a financial advisor based in San Ramon, California, working with Summit Wealth And Retirement Partners. Jennifer has previously held positions at Vsr Advisory Services, Inc, Summit Wealth And Retirement Partners, and Mutual Securities, Inc. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jennifer is part of Summit Wealth And Retirement Partners, which operates out of San Ramon, California. The firm has 3 offices and 10 employees. The firm manages assets totaling $721.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Summit Wealth And Retirement Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth And Retirement Partners Brokerage Details
$721,011,171
10
917
$786,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Butler Work History
Summit Wealth And Retirement Partners
Summit Wealth And Retirement Partners
Summit Wealth And Retirement Partners
Summit Wealth And Retirement Partners
Mutual Securities, Inc
Vsr Advisory Services, Inc
Vsr Advisory Services, Inc
Summit Wealth And Retirement Partners
Disclosures
Please visit the SEC profile of Jennifer Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth And Retirement Partners
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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