Joshua Jerele is a CFP-designated registered investment advisor, based in Lakewood, CO, with 12 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
141 Union Blvd, Suite 270, Lakewood, CO, 80228
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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
Joshua is involved in several business activities, including fixed insurance sales as an independent insurance agent through Summit Wealth Group, LLC, and serving as an investment advisor through the same RIA. He also owns Jerele Consulting LLC, a private entity to facilitate advisory and insurance business, and Summit Advisor Marketing, LLC, a marketing company.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mosaic Family Wealth, LLC
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Larson Financial Securities, LLCBroker
State Registrations7 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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