Karen
Jones
Summit Wealth Management Group, Inc
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About this Advisor
Karen Jones is a financial advisor based in Camarillo, California, working with Summit Wealth Management Group, Inc. Karen has previously held positions at Metlife Securities Inc, Massachusetts Mutual Greater Pacific, Mml Investors Services, LLC, Commonwealth Financial Network, Screaming Eagle Wealth Management, Lpl Financial, and Summit Wealth Management Group. Karen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Karen is part of Summit Wealth Management Group, Inc, which operates out of Camarillo, California. The firm has 2 employees and manages assets totaling $154.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Summit Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Management Group, Inc Brokerage Details
$154,854,107
2
470
$329,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karen Jones Work History
Lpl Financial
Summit Wealth Management Group
Commonwealth Financial Network
Screaming Eagle Wealth Management
Mml Investors Services, LLC
Massachusetts Mutual Greater Pacific
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Karen Jones 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 Management Group, Inc
Camarillo, CA
Camarillo, CA
Camarillo, CA
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