Karen Leslie Jones
Investment adviser representative at Summit Wealth Management Group, Inc.
12 yearsExperience
1 stateRegistered in
$249.5MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Summit Wealth Management Group, Inc.Jul 2022 to now
- LPL FinancialFeb 2022 to now
- Summit Wealth Management GroupJan 2022 to Feb 2022
- Commonwealth Financial NetworkJan 2019 to Jan 2022
- Screaming Eagle Wealth ManagementJan 2019 to Jan 2022
- MML Investors Services, LLCMar 2017 to Jan 2019
- Massachusetts Mutual Greater PacificJul 2016 to Jan 2019
- Metlife Securities IncOct 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Wealth Management Group, Inc.
$249.5MAssets managed
386Clients
4Advisers
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
- 6415876
- Firm CRD
- 170029