Unclaimed Profile

Rachel Jean Wakefield

SUMMA GLOBAL ADVISORS, LLC·CLACKAMAS, Oregon

Series 7, Series 63, Series 6529 years registeredSUMMA GLOBAL ADVISORS, LLC

12901 SE 97TH AVE, CLACKAMAS, OR 97015CRD# 2159763Firm CRD# 148713

Profile Verification

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

Identity

Rachel Jean Wakefield · CLACKAMAS, OR

Registration

CRD #2159763 · SUMMA GLOBAL ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMA GLOBAL ADVISORS, LLC

SUMMA GLOBAL ADVISORS, LLC

Oct 2009 – Apr 2024

CLACKAMAS, OR

COLDSTREAM CAPITAL MANAGEMENT INC

Oct 2005 – Dec 2008

PORTLAND, OR

WESTERN PACIFIC INVESTMENT ADVISERS INC

Apr 1997 – Sep 2005

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 28, 1997

Years registered · 29

Disclosure History

2024Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMA GLOBAL ADVISORS, LLC

CRD 148713 · SEC 801-71249

AUM

$139M

Regulatory assets under management

Employees

353 client accounts

Services offered by SUMMA GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMA GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Rachel Jean Wakefield offer?

Rachel Jean Wakefield specializes in Financial Planning, Investment Management.

What are Rachel Jean Wakefield's credentials?

Rachel Jean Wakefield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Jean Wakefield located?

Rachel Jean Wakefield is based in CLACKAMAS, Oregon, last registered with SUMMA GLOBAL ADVISORS, LLC.

How does Rachel Jean Wakefield charge for services?

Rachel Jean Wakefield's firm is compensated through percentage of aum, other: financial planning -- flat or hourly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMA GLOBAL ADVISORS, LLC?

SUMMA GLOBAL ADVISORS, LLC has approximately 2 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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