Boyd Jerod Pederson
Investment adviser representative at Summit Global Investments, LLC
27 yearsExperience
3 statesRegistered in
PFSDesignation
$2.3BFirm assets
Are you Boyd Jerod Pederson? Claim your profile
Contact this firm
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
27 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- Summit Global Investments, LLCAug 2023 to now
- Gunnison Village Properties LLCNov 2020 to now
- Alignment Business Consulting, LLCApr 2019 to now
- Velocity Property, LLCDec 2005 to now
- Pederson Enterprises, Inc.Dec 2001 to now
- Colorado F& P LLCJan 2000 to now
- WealthwaveApr 2019 to Aug 2023
- Colonial InsuranceFeb 2018 to Feb 2020
- Roper InsuranceFeb 2018 to Feb 2020
- American Family Life Assurance CompanyAug 2017 to Mar 2019
- Transamerica Financial Advisors, IncJan 2012 to Aug 2023
- Solution 54, LLCMay 2010 to Dec 2024
- Community Foundation of the Gunnison ValleyApr 2009 to Jan 2019
- Colorado Elephant Hunter, LLCDec 2001 to Sep 2018
- WfgSep 2001 to Aug 2023
- Clorado Property & InvestmentMar 1999 to Sep 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 4487117
- Firm CRD
- 157091