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Jacob Alexander Boeding

Summit Hill Wealth Management, LLC

Greenwood Village, CO

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Current Employers
Summit Hill Wealth Management, Llc

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-29
TX RA APPROVED 2026-01-29
  • CO RA
    APPROVED
    Since 2026-01-29
  • TX RA
    APPROVED
    Since 2026-01-29

Branch Locations

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • 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
Summit Hill Wealth Management, Llc Greenwood Village CO 01/2026 Present
Summit Hill Wealth Management, Llc Greenwood Village CO 05/2022 Present
Unemployed Anaheim CA 01/2022 04/2022
English Teaching Assistant Cheongju 07/2019 12/2021
Full Time Student Los Angeles CA 01/2016 06/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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