Jennifer Butler, financial advisor San Ramon CA

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 San Ramon, CA and has over 11 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 7
Summit Wealth & Retirement Walnut Creek, CA Feb 2016 - Current 8
Mutual Securities, Inc. Danville, CA Jul 2016 - Jun 2023 6
Vsr Advisory Services, Inc. Overland Park, KS Mar 2014 - Jul 2016 2
Vsr Financial Services, Inc. Overland Park, KS Aug 2013 - Jul 2016 2
Summit Wealth & Retirement Walnut Creek, CA Feb 2014 - Jan 2016 1
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
    721
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $786,272
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)
Types of Clients
Registered States

CA, FL, ID, IN, NV, NY, OH, OR, TX, WA

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