Unclaimed Profile

Gerald Joseph Zins

SUMMIT WEALTH MANAGEMENT GROUP, INC.·CAMARILLO, California

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record28 years registeredSUMMIT WEALTH MANAGEMENT GROUP, INC.

400 CAMARILLO RANCH ROAD, CAMARILLO, CA 93012CRD# 1507393Firm CRD# 170029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerald Joseph Zins · CAMARILLO, CA

Registration

CRD #1507393 · SUMMIT WEALTH MANAGEMENT GROUP, INC. · 28 years registered

Brand Profile

Not yet started

Career History

SUMMIT WEALTH MANAGEMENT GROUP, INC.

Mar 2014 – present

LPL FINANCIAL LLC

May 2002 – present

LPL FINANCIAL LLC

Aug 2021 – Nov 2024

MANHATTAN BEACH, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Dec 1997 – May 2002

CAMARILLO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 15, 1997

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH MANAGEMENT GROUP, INC.

CRD 170029 · SEC 801-110950

AUM

$155M

Regulatory assets under management

Employees

470 client accounts

Services offered by SUMMIT WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT WEALTH MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Gerald Joseph Zins offer?

Gerald Joseph Zins specializes in Financial Planning, Investment Management. Contact their office in CAMARILLO, California for a consultation.

What are Gerald Joseph Zins's credentials?

Gerald Joseph Zins holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gerald Joseph Zins located?

Gerald Joseph Zins is based in CAMARILLO, California, working with SUMMIT WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.

How does Gerald Joseph Zins charge for services?

Gerald Joseph Zins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT WEALTH MANAGEMENT GROUP, INC.?

SUMMIT WEALTH MANAGEMENT GROUP, INC. has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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