Jeffrey Gapinski, financial advisor Bountiful UT

Jeffrey Gapinski

CRD Number: 4830208
Current Firm: Summit Global Investments, LLC

Jeffrey Gapinski (CRD# 4830208) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Global Investments Bountiful, UT Jul 2019 - Current 4
R & R Group Washngton Terrace, UT Aug 2015 - Current 8
Ele Wealth Advisors, Inc. Washington Terrace, UT Nov 2016 - Jul 2019 2
The Leaders Group Inc. Littleton, CO Aug 2015 - Nov 2016 1
Transamerica Financial Advisors, Inc. Orem, UT Jan 2012 - Aug 2015 3
Wfg Orem, UT Jun 2001 - Aug 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Jeffrey M. Gapinski
Phone Number: 888-251-4847
Firm Website: https://www.sgiam.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,537
    MILLIONS
  • Total Number of Accounts
    3,710
    ACCOUNTS
  • Average Account Value
    $414,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, IN, ME, MN, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA

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