Jacob Maxwell Kark
Investment adviser representative at Summitry, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.4BFirm 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
Experience
11 years in the industry.
- Summitry, LLCApr 2026 to now
- UnemployedJan 2025 to Apr 2026
- Cetera Investment Advisers LLCJun 2023 to Jan 2025
- Cetera Advisor Networks LLCAug 2021 to Jan 2025
- True Wealth Advisory GroupAug 2021 to Jan 2025
- TIAAJul 2019 to Aug 2021
- TIAA-CREF Individual and Institutional Services, LLCJul 2019 to Aug 2021
- UnemployedJun 2019 to Jun 2019
- ZoomJun 2018 to Aug 2018
- Touro SynagogueSep 2017 to Dec 2017
- UnicoJan 2017 to Jun 2017
- Tulane UniversityAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 6972969
- Firm CRD
- 128586