Joshua Jay Jerele

Current Employers

Employment History

• 06/2015 → 02/2017
  Ubs Financial Services Inc.
  Lincoln, NE
• 02/2017 → 04/2018
  Ubs Financial Services Inc
  Denver, CO
• 04/2018 → 12/2021
  Mosaic Family Wealth, Llc
  Greenwood Village, CO
• 04/2018 → 12/2019
  Purshe Kaplan Sterling Investments, Inc.
  Greenwood Village, CO
• 12/2021 → Present
  Commonwealth Financial Network
  San Diego, CA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-12-01 → 2025-05-01
  Commonwealth Financial Network
  Lakewood, CO
• 2018-04-06 → 2021-12-15
  Mosaic Family Wealth, Llc
  Greenwood Village, CO
  St. Louis, MO
• 2015-07-20 → 2018-05-07
  Ubs Financial Services Inc.
  Chicago, IL
  Lincoln, NE
  Denver, CO

Other Businesses

1. Summit Wealth Group, LLC. Investment Related. At registered location. Fixed insurance sales. Independent Insurances Agent. 4/24/2025. 1. 1during securities trading hours. Provide insurance advice based on the needs of client(s). 2. Summit Wealth Group, LLC. Investment Related. At registered location. RIA. Investment Advisor. 5/1/2025. 160. 160 during securities trading hours. Service clients. 3. Jerele Consulting LLC. Non-investment related. 3028 Newbury Court Highlands Ranch, CO 80126. Support LLC. Owner. 10/06/2021. 2. 2 during securities trading hours. a private entity established to facilitate advisory and insurance business. 4. Summit Advisor Marketing, LLC. Non-Investment Related. 13710 Struthers Road, Suite 115 Colorado Springs, CO 80921. Marketing company. Owner. 0. 0 during securites trading hours. Marketing company.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-21
• S65 Uniform Investment Adviser Law Examination
  2015-01-15

Designations

Other Names

• Joshua J Jerele