Jennifer Kate Butler
Investment adviser representative at Summit Wealth and Retirement Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$978.1MFirm 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
10 years in the industry.
- Summit Wealth and Retirement PartnersFeb 2016 to now
- Mutual Securities, Inc.Jul 2016 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Wealth and Retirement Partners
Legal name: Summit Wealth & Retirement Planning, Inc.
$978.1MAssets managed
354Clients
7Advisers
9 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
- 5569471
- Firm CRD
- 285972