Daniel David Jonker

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

• 11/2007 → 12/2022
  Jpmorgan Chase Bank
  Greenwich, CT
• 10/2018 → 12/2022
  Fieldpoint Private Securities, Llc
  Greenwich, CT
• 12/2022 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2018-10-16 → 2022-12-22
  Dominari Securities Llc
  New York, NY
• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Greenwich, CT
  New Canaan, CT
  Greenwich, CT
  New York, NY
• 2008-01-16 → 2008-10-01
  J.P. Morgan Securities Inc.
  New Canaan, CT

Other Businesses

(1) Fieldpoint Private Bank & Trust, located at 100 Field Point Road, Greenwich, CT 06830. Refers clients to the bank and receives a referral fee for bank loans, asset backed security loans, mortgages and other type of loans. No position held within the bank, this is just referral business to help Summit clients with services they provide; started December 30, 2022. 1 hour per month, if there is a fit for a banking service for a client. Zero hours during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-28
• S66 Uniform Combined State Law Examination
  2008-01-15
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• David Jonker