Jason Runung is a CFP-designated registered investment advisor, based in Greenwood Village, CO, with 16 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8400 E Prentice Avenue, Suite 1000, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an IAR at Summit Wealth Group, providing services to clients. He also works as an agent providing fixed insurance advice. Jason owns Runung, LLC, created to receive 1099 income from Summit Wealth Group, and Summit Advisor Marketing, LLC, a marketing company.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Scottrade Investment Management
Scottrade, INC.Broker
Sterne Agee Financial Services, INC.Broker
Hegarty Market Logic, LLC
Qa3 Financial CORP.Broker
Securities Service Network, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations18 states
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.
Exams
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