Thomas
Jones

Summit Financial Group Inc

CRD#1146475
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

42 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

163 Osner Dr
Atlanta, GA 30342

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Summit Financial Group Inc Brokerage Details

Total Assets Under Management

$2,889,596,331

GA Average: $1,855,561,029
Total Number of Employees

353

GA Average: 62
Total Number of Accounts

15,944

GA Average: 2,474
Average Account Size

$181,234

GA Average: $750,025

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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.

2016 - Present (3 years)

Summit Financial Group Inc

2016 - Present (3 years)

Summit Brokerage Services, Inc

2007 - 2016 (9 years)

Vsr Advisory Services

1995 - 2016 (21 years)

Vsr Financial Services, Inc

1995 - Present (24 years)

Thomas D. Jones, Cfp

1991 - 2016 (25 years)

Turn In Poachers, Inc

1984 - 2016 (32 years)

Financial Planning & Management, Inc

1984 - Present (35 years)

Insurance & Employee Benefits, Inc

1976 - 2016 (40 years)

Izaak Walton League Of America, Greater Atlanta Chapter, Inc

Disclosures

Thomas Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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