Christian Bonnesen

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1994 → 09/2018
  Jmj Sales Comapny Inc.
  Berkeley Heights, NJ
• 09/2000 → 09/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2000 → 10/2018
  Summit Financial Resources, Inc
  Parsippany, NJ
• 11/2020 → Present
  Summit Financial, Llc
  Parsippany, NJ

Other Businesses

1) Summit Financial, LLC - RIA Investment Related. 4 Campus Drive Parsippany, NJ 07054, IAR / Office Manager, 11/2020. 160hrs/mo all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-20

Other Names

• Christian Burnett Bonnesen