Jason Johan Runung

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2015 → 05/2017
  Scottrade
  Westminster, CO
• 07/2017 → 04/2025
  Commonwealth Financial Network
  San Diego, CA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-07-14 → 2025-05-02
  Commonwealth Financial Network
  Greenwood Village, CO
• 2017-05-05 → 2017-07-11
  Scottrade Investment Management
  Saint Louis, MO
• 2009-02-11 → 2010-01-08
  Hegarty Investment Logic, Llc
  Aztec, NM
• 2006-12-14 → 2007-12-20
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

1.) Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. 5/2025. 1460. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 5/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Runung, LLC. Not Investment Related. 22144 E. Rowland PI. Aurora Colorado, 80016. Operating LLC / Support Company. Owner. 11/2019. 1. 1. Operating LLC created to receive 1099 income paid from Summit Wealth Group. 4.) Summit Advisor Marketing, LLC. Not Investment Related. 322 Idlewild Dr Dillon Colorado, 80435. Marketing Company. Owner. 6/2022. 2. 2. Marketing.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-28
• S63 Uniform Securities Agent State Law Examination
  2015-10-14

Designations

• Certified Financial Planner