Jeremy Todd Lytle
Investment adviser representative at Summit Global Investments, LLC
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 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 assetsPerformance-basedOther
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.
- Equity Services, Inc.Jul 2025 to now
- Summit Global Investments, LLCOct 2023 to now
- Jeremy LytleMar 2018 to now
- United Planners Financial ServicesDec 2023 to Jul 2025
- Xperience BenefitsMay 2023 to Oct 2023
- College Loan FreedonJul 2019 to Oct 2023
- Transamerica Financial Advisors, IncMay 2018 to Oct 2023
- World Financial Group, Inc.Jan 2018 to Oct 2023
- Keller WilliamsFeb 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 6947722
- Firm CRD
- 157091