Jonathan
Strelec
Summit Financial, LLC
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About this Advisor
Jonathan Strelec is a chartered financial analyst operating out of Parsippany, New Jersey, with a total of 4 years of industry experience. Strelec currently works for Summit Financial, LLC. During their career, Strelec has held roles at Ubs Financial Services Inc, Summit Financial, LLC and Purshe Kaplan Sterling Investments. Strelec has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Summit Financial, LLC is a registered investment business that has its headquarters in Parsippany, NJ. The firm has offices in 22 locations and a total of 226 advisors. It administers $6 billion in assets between its 11,930 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 11,930 accounts, 20% are held by high-net-worth clients who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Summit Financial, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$6,154,141,421
226
11,930
$515,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Strelec Work History
Jonathan has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Ubs Financial Services Inc
*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 Jonathan Strelec 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 Financial, LLC
Parsippany, NJ
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Farmington, MI
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Doylestown, PA
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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