Jennifer
Butler
Summit Wealth And Retirement Partners
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About this Advisor
Jennifer Butler is a certified financial planner who works in Danville, California with 6 years of relevant experience. Butler is an employee of Summit Wealth And Retirement Partners. Over the course of their career, they have held roles at Lpl Financial, Vsr Financial Services, Inc, Summit Wealth & Retirement Partners, Inc, Vsr Advisory Services, Inc, Summit Wealth & Retirement, Oak Tree Wealth Management and Summit Wealth And Retirement Partners. Butler has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Summit Wealth And Retirement Partners is a registered investment company that has its headquarters in Danville, CA. The investment advisory business has offices in four locations and a total of 12 people on staff. It handles $642 million in assets under management across its 887 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 887 client accounts, 49% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the financial services provided. However, fees billed by Summit Wealth And Retirement Partners most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth And Retirement Partners Brokerage Details
$642,042,879
12
887
$723,836
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
Jennifer has been registered as a financial advisor for 6 years.*
Summit Wealth & Retirement
Summit Wealth And Retirement Partners
Vsr Advisory Services, Inc
Vsr Financial Services, Inc
Summit Wealth & Retirement
Summit Wealth & Retirement Partners, Inc
Lpl Financial
Oak Tree Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
Danville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
