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Jonathon Garrett Whitson

Summit Global Investments, LLC

Broomfield, CO

Bountiful, UT

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Current Employers
Summit Global Investments, Llc

620 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-23
CO RA APPROVED 2026-04-10
TX RA APPROVED 2026-04-10
  • LA RA
    APPROVED
    Since 2026-07-23
  • CO RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

Broomfield, CO • United States

620 South Main Street, Bountiful, UT 84010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lewing Construction Lake Charles LA 05/2016 02/2025
Unemployed Lake Charles LA 02/2025 05/2025
Equitable Advisors, Llc. New York NY 05/2025 03/2026
Summit Global Investments, Llc Broomfield CO 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-02-18
Other Names
  • Jonathon Whitson

View on SEC IAPD

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