Summit Financial Group Inc
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About this Advisor
Thomas Jones is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Summit Financial Group Inc, they have gathered an impressive 42 years of practice in the financial advisory industry. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Jones is able to advise investors based out of Georgia. Over the course of their career, Jones has held roles at Vsr Advisory Services, Financial Planning & Management, Inc, Vsr Financial Services, Inc, Insurance & Employee Benefits, Inc, Thomas D. Jones, Cfp, Turn In Poachers, Inc, Izaak Walton League Of America, Greater Atlanta Chapter, Inc, Summit Financial Group Inc and Summit Brokerage Services, Inc. Summit Financial Group Inc is located in Atlanta, Georgia, and operates out of 260 offices across the nation. Overall, Summit Financial Group Inc oversees $3 billion in assets across 14,864 client accounts and employs more than 374 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 4,097 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 22% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Summit Financial Group Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Summit Financial Group Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Jones Work History
Thomas has 42 years of experience.
Summit Financial Group Inc
Summit Brokerage Services, Inc
Thomas D. Jones, Cfp
Insurance & Employee Benefits, Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Turn In Poachers, Inc
Financial Planning & Management, Inc
Izaak Walton League Of America, Greater Atlanta Chapter, Inc
Thomas Jones has no disclosures.
Please visit their SEC profile for more details.