James Golden Moore
Investment adviser representative at Summit Global Investments, LLC
13 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
13 years in the industry.
- Summit Global Investments, LLCApr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Apr 2026
- Brigham Young UniversityJul 2021 to Jul 2023
- Zions First National BankJun 2021 to Jun 2024
- Hillcrest Bank, a Division of National Bank HoldingsApr 2019 to Jun 2021
- Southwest Graduate School of Banking, Southern Methodist UniMay 2017 to May 2019
- First Community Bank, a Division of Glacier BankJan 2013 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7946465
- Firm CRD
- 157091