Joseph Christopher Smith
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, LLCApr 2026 to now
- Northwestern Mutual Investment Services LLCNov 2025 to now
- Northwestern Mutual Life Insurance CompanySep 2024 to now
- NAJul 2024 to Aug 2024
- LearnuponDec 2022 to Jul 2024
- SpiffJan 2022 to Dec 2022
- InstructureNov 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7964540
- Firm CRD
- 157091