Jennifer Butler, financial advisor Walnut Creek CA
93 score

Jennifer Butler

CRD Number: 5569471
Current Firm: Summit Wealth And Retirement Partners

Jennifer Butler (CRD# 5569471) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 4 years of experience in the finance industry. Jennifer Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Wealth And Retirement Partners Walnut Creek, CA Jun 2016 - Current < 1
Summit Wealth & Retirement Walnut Creek, CA Feb 2016 - Current < 1
Vsr Advisory Services, Inc. Overland Park, KS Mar 2014 - Current 2
Vsr Financial Services, Inc. Overland Park, KS Aug 2013 - Current 3
Summit Wealth & Retirement Walnut Creek, CA Feb 2014 - Jan 2016 1
Summit Wealth & Retirement Partners, Inc. Walnut Creek, CA Jun 2013 - Jan 2014 < 1
Lpl Financial Alamo, CA Jul 2012 - Jul 2013 1
Oak Tree Wealth Management San Ramon, CA May 2008 - Jun 2013 5
The Citron Group Alamo, CA May 2008 - Jul 2012 4
Homemaker Travis Afb, CA Jul 2007 - May 2008 < 1
Tokorozawa Commercial H.s. Tokorozawa, Sep 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jennifer K. Butler
Phone Number: 925-927-1900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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