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Jeffrey John Cox

Summit Global Investments, LLC

Bountiful, UT

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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-12-19
  • UT RA
    APPROVED
    Since 2023-12-19

Branch Locations

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
Fidelity Brokerage Services, Inc. Salt Lake City UT 07/1995 06/2021
Retired South Jordan UT 06/2021 10/2023
Summit Global Investments Bountiful UT 10/2023 Present
  • 07/1995 → 06/2021
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 06/2021 → 10/2023
    Retired
    South Jordan, UT
  • 10/2023 → Present
    Summit Global Investments
    Bountiful, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 1995-08-18
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    1995-08-18

View on SEC IAPD

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ABLE & STRONG ADVISORS, INC.

Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
STRATEGIC PLANNING GROUP · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

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