Connor Jason Schamblin
Investment adviser representative at Summit Financial, LLC
10 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 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 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
10 years in the industry.
- Summit Financial, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Summit Financial d/b/a Clarity Capital Partners LLCJun 2025 to now
- American Trust Investment ServicesApr 2023 to Jul 2025
- Clarity Capital PartnersJun 2022 to Jun 2025
- Clarity Capital PartnersJun 2021 to May 2022
- StudentJan 2018 to May 2021
- American Kids Sports CenterJun 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 7663985
- Firm CRD
- 299322