Daniel Jonker
Daniel Jonker is a registered investment advisor at Summit Financial, LLC, based in New Milford, CT, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
New Milford, CT
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Daniel refers clients to Fieldpoint Private Bank & Trust for various loans and receives a referral fee. This activity started in December 2022 and takes minimal time.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Fieldpoint Private Securities LLC
Fieldpoint Private Securities, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Mbsc Securities CorporationBroker
Bny Investment Center INC.Broker
Bny Hamilton Distributors, INC.Broker
Bisys Fund Services Limited PartnershipBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.