Jeffrey Michael Maged
Investment adviser representative at Summit Financial, LLC
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2023 to now
- Summit Financial, LLCJun 2023 to now
- Cambridge Investment Research Advisors, Inc.Jan 2015 to Jun 2023
- Cambridge Investment Research, Inc.Jan 2015 to Jun 2023
- Magec of Va IncJan 1988 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3093816
- Firm CRD
- 299322