Tommy Call Jensen
Investment adviser representative at Summit Global Investments, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Summit Global Investments, LLCNov 2024 to now
- Jensen's Accounting and Tax ServicesJan 2015 to now
- Diversify Advisory Services, LLCDec 2023 to Nov 2024
- Dfpg Investments, LLCJun 2022 to Nov 2024
- Compass Tax ServiceJan 2019 to May 2020
- Transamerica Financial Advisors, IncAug 2018 to May 2022
- UnemployedApr 2018 to Aug 2018
- Velocity ConstructionJul 2017 to Apr 2018
- Safford Unified School DistrictJun 2015 to Jul 2017
- World Financial Group, Inc.Feb 2015 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7020672
- Firm CRD
- 157091