Connor Jason Schamblin

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2017
  American Kids Sports Center
  Bakersfield, CA
• 01/2018 → 05/2021
  Student
  Pomona, CA
• 06/2021 → 05/2022
  Clarity Capital Partners
  Newport Beach, CA
• 06/2022 → 11/2022
  Clarity Capital Partners
  Newport Beach, CA
• 11/2022 → 06/2025
  Clarity Capital Partners
  Newport Beach, CA
• 04/2023 → 07/2025
  American Trust Investment Services
  San Clemente, CA
• 06/2025 → Present
  Summit Financial D/B/A Clarity Capital Partners Llc
  Newport Beach, CA
• 07/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2023-04-01 → 2025-09-30
  Clarity Capital Partners
  Newport Beach, CA

Other Businesses

1. Summit Financial d/b/a Clarity Capital Partners LLC. Investment-related. At registered location. RIA. Associate Wealth Mgr. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Trading, portfolio management, money movement, assist Senior WM Todd Rustman.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-12
• S66 Uniform Combined State Law Examination
  2022-11-05

Other Names

• Connor J Schamblin