Karen Jones
Karen Jones is a registered investment advisor at Summit Wealth Management Group, INC., based in Camarillo, CA, with 9 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 366 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Management Group offers investment management services where the fee is a percentage of the assets they manage. The maximum annual fee is 2.0% of the account's value. The exact fee is negotiable based on factors like the client's situation, account complexity, potential for deposits, and the relationship with the advisor. Clients may also incur charges at the mutual fund level. They offer both wrap and non-wrap fee accounts.
Location
400 Camarillo Ranch Road, Suite 202, Camarillo, CA, 93012
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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 Activities
Karen operates under the DBA Summit Wealth Management Group, Inc. for her LPL business since 2022.
Employment History
Current Registrations
Summit Wealth Management Group, INC.
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
State Registrations1 state
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