Karen Jones (CRD# 6415876) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Camarillo, CA | Feb 2022 - Current | 2 |
| Summit Wealth Management Group | Camarillo, CA | Jan 2022 - Feb 2022 | < 1 |
| Commonwealth Financial Network | San Diego, CA | Jan 2019 - Jan 2022 | 3 |
| Screaming Eagle Wealth Management | Ventura, CA | Jan 2019 - Jan 2022 | 3 |
| Mml Investors Services, LLC | Ventura, CA | Mar 2017 - Jan 2019 | 1 |
| Massachusetts Mutual Greater Pacific | Ventura, CA | Jul 2016 - Jan 2019 | 2 |
| Metlife Securities Inc. | Ventura, CA | Oct 2014 - Mar 2017 | 2 |
| Unemployed | Ventura, CA | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management155MILLIONS
-
Total Number of Accounts470ACCOUNTS
-
Average Account Value$329,477
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.