Jeremy Brian Evans

Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2017 → 07/2023
  Transamerica Financial Advisors, Inc
  Draper, UT
• 01/2016 → 09/2023
  World Financial Group, Inc.
  Draper, UT
• 01/2012 → Present
  Dead On Apd, Llc
  Plain City, UT
• 08/2023 → Present
  Summit Global Investments, Llc
  Bountiful, UT
• 10/2023 → 11/2023
  Verity Investments, Inc.
  Durham, NC

Previous Registrations

• 2021-01-05 → 2023-07-27
  Transamerica Financial Advisors, Llc
  Draper, UT
• 2006-09-07 → 2011-12-31
  Investment Advisors International, Inc.
  Sandy, UT
  Johns Creek, GA

Other Businesses

1) Summit Global Investments, LLC. DBA Summit Global Private Wealth; Investment-related; Draper, UT; Registered Investment Adviser; Contractor; Investment Advisor Representative; 08/2023; 120 hours per month; 60 during market hours; Investment advice to clients. 2) ASH Brokerage, LLC; Not investment-related; Fort Wayne, IN; Insurance agency; Contractor, Agent; 08/2023; 120 hours per month; 60 during market hours; Sell life insurance, disability, long-term care, and annuity products. 3) DEAD ON APD, LLC.; Not investment-related; Plain City, UT; Retail product development; Director; Manager; 01/2012; 120 hours per month; 50 during market hours; Create and sell retail consumer products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-11
• S63 Uniform Securities Agent State Law Examination
  2017-03-07

Other Names

• Jeremy Evans