Jacob
Molnar
Summit Global Investments, LLC
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About this Advisor
Jacob Molnar is a financial advisor based in Clinton, Utah, working with Summit Global Investments, LLC. Jacob has previously held positions at E*Trade Securities LLC, Src Construction, Skywest Airlines, Lowe's, Brigham Young University, Senator Dean Heller Senatorial Office, Byu Radio, Byu Custodial, Malnove Packaging, Personal Vacation/Unemployed, Wfg, Department Of The Air Force, Davis County School District, and Summit Global Investments. Jacob has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Jacob is part of Summit Global Investments, LLC, which operates out of Clinton, Utah. 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
Jacob Molnar Work History
Summit Global Investments
Wfg
Davis County School District
Department Of The Air Force
E*Trade Securities LLC
E*Trade Securities LLC
E*Trade Securities LLC
E*Trade Securities LLC
Src Construction
Skywest Airlines
Lowe'S
Personal Vacation/Unemployed
Lowe'S
Brigham Young University
Senator Dean Heller Senatorial Office
Byu Radio
Byu Custodial
Malnove Packaging
Disclosures
Please visit the SEC profile of Jacob Molnar 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 Global Investments, LLC
Bountiful, UT
Englewood, CO
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Clinton, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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