Jody
Wilson
Summit Global Investments, LLC
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About this Advisor
Jody Wilson is a financial advisor based in Carbondale, Colorado, working with Summit Global Investments, LLC. Jody has previously held positions at W.W. Construction Co, Wfg, The Glass Brokerage Inc, Transamerica Financial Advisors, Inc, Aflac, Wealthwave, Summit Global Investments, LLC, Ash Brokerage, United Planners Financial Services, Jody Ann Wilson, Investment Property, and 118 N. 22Nd Court, LLC. Jody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Jody is part of Summit Global Investments, LLC, which operates out of Carbondale, Colorado. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Jody Wilson Work History
Summit Global Investments, LLC
Ash Brokerage
United Planners Financial Services
118 N. 22Nd Court,LLC
Investment Property
The Glass Brokerage Inc
Jody Ann Wilson
Aflac
Wealthwave
Transamerica Financial Advisors, Inc
Wfg
W.W. Construction Co
Disclosures
Please visit the SEC profile of Jody Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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