Joshua Jay Jerele
Investment adviser representative at Summit Wealth Group
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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
11 years in the industry.
- Summit Wealth Group LLCApr 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Commonwealth Financial NetworkDec 2021 to now
- Mosaic Family Wealth, LLCApr 2018 to Dec 2021
- Purshe Kaplan Sterling Investments, Inc.Apr 2018 to Dec 2019
- UBS Financial Services Inc.Jun 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
$2.3BAssets managed
3,117Clients
39Advisers
1 yearIn 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
- 5697501
- Firm CRD
- 335242