Ron M. Amir
Investment adviser representative at Summit Financial, LLC
16 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
16 years in the industry.
- Summit Financial, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Summit Financial d/b/a Clarity Capital Partners LLCMay 2023 to now
- American Trust Investment Services, Inc.May 2023 to Jul 2025
- Western International Securities, Inc.Feb 2019 to May 2023
- J.P. Morgan Securities LLCOct 2012 to Feb 2019
- JPMorgan ChaseFeb 2010 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4565409
- Firm CRD
- 299322