Best Investors Account Sign in

Karen Leslie Jones

Summit Wealth Management Group, Inc.

Camarillo, CA

Claim This Profile
Current Employers
Summit Wealth Management Group, Inc.

400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-27
  • CA RA
    APPROVED
    Since 2022-07-27

Branch Locations

400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • 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
Metlife Securities Inc Ventura CA 10/2014 03/2017
Massachusetts Mutual Greater Pacific Ventura CA 07/2016 01/2019
Mml Investors Services, Llc Ventura CA 03/2017 01/2019
Commonwealth Financial Network San Diego CA 01/2019 01/2022
Screaming Eagle Wealth Management Ventura CA 01/2019 01/2022
Lpl Financial Camarillo CA 02/2022 Present
Summit Wealth Management Group Camarillo CA 01/2022 02/2022
  • 10/2014 → 03/2017
    Metlife Securities Inc
    Ventura, CA
  • 07/2016 → 01/2019
    Massachusetts Mutual Greater Pacific
    Ventura, CA
  • 03/2017 → 01/2019
    Mml Investors Services, Llc
    Ventura, CA
  • 01/2019 → 01/2022
    Commonwealth Financial Network
    San Diego, CA
  • 01/2019 → 01/2022
    Screaming Eagle Wealth Management
    Ventura, CA
  • 02/2022 → Present
    Lpl Financial
    Camarillo, CA
  • 01/2022 → 02/2022
    Summit Wealth Management Group
    Camarillo, CA
Other Businesses

1- 02/2022 / SUMMIT Wealth Management Group, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / Camarillo, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-11
  • S66 Uniform Combined State Law Examination
    2022-06-11

View on SEC IAPD

Other Firms

MUTUAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MESA WEALTH MANAGEMENT

Other Investors

BRENT DAVID JOHNSON
JEFFREY DAVID WRIGHT
DAVID BRADLEY HOOKS
JOHN THOMAS BOWERS
Thomas Joseph Cronley
NEIL JAMES WESTERMAN
GERALD JOSEPH ZINS
CHRISTINA Faye ZINS

Other Offices

MUTUAL ADVISORS, LLC · Camarillo, CA
LPL FINANCIAL LLC · CAMARILLO, CA
LPL FINANCIAL LLC · CAMARILLO, CA
EDWARD JONES · CAMARILLO, CA
LPL FINANCIAL LLC · CAMARILLO, CA
MUTUAL ADVISORS, LLC · CAMARILLO, CA
PLANMEMBER SECURITIES CORPORATION · CAMARILLO, CA
WELLS FARGO CLEARING SERVICES, LLC · CAMARILLO, CA

More in Camarillo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor