Jody Ann Wilson
Investment adviser representative at Summit Global Investments, LLC
25 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Equity Services, Inc.Oct 2025 to now
- Summit Global Investments, LLCSep 2023 to now
- Investment PropertyAug 2013 to now
- Jody Ann WilsonApr 2002 to now
- United Planners Financial ServicesDec 2023 to Oct 2025
- Ash BrokerageOct 2023 to Oct 2025
- AflacFeb 2018 to Mar 2019
- WealthwaveJan 2015 to Sep 2023
- Transamerica Financial Advisors, IncJan 2012 to Sep 2023
- The Glass Brokerage IncNov 2006 to Oct 2025
- WfgJun 2001 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 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
- 4483236
- Firm CRD
- 157091