Gerald Zins has been Financial Advisor of Summit Wealth Management Group since January 2014, is a control person of the firm and directly owns between 10% and 25% of it.
Summit Wealth Management Group, Inc. is a Camarillo, CA firm with $250M under management, 386 clients and 2 advisers in one office, as of its October 2026 filing.
Gerald Zins’ longest registration is the current one, 24 years at LPL Financial LLC since 2002. Before joining Summit Wealth Management Group in 2014, Gerald Zins was registered through American Express Financial Advisors, Inc.
- – present · 12 yearsCamarillo, CA · Adviser representative · Firm CRD 170029
- LPL Financial LLCAlso current– present · 24 yearsManhattan Beach, CA · Adviser representative and broker · Firm CRD 6413
- American Express Financial Advisors, Inc.– · 4 yearsCamarillo, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Gerald Zins is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2014; the most recent is Texas, in August 2014.
- CaliforniaSince 11 March 2014
- TexasResidentSince 6 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 April 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 1996 |
| Series 7 | General Securities Representative Examination | 17 May 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gerald Joseph Zins
- CRD
- 1507393
- Firm
- Summit Wealth Management Group · CRD 170029
- Role
- Financial Advisor
- Office
- 400 CAMARILLO RANCH ROAD, SUITE 202, Camarillo, CA 93012
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gerald Zins work?
Gerald Zins has been Financial Advisor of Summit Wealth Management Group, Inc. since January 2014, and is a control person of the firm.
Is Gerald Zins a financial advisor?
Yes. Gerald Zins has a current investment-adviser registration in California and Texas, through Summit Wealth Management Group since March 2014.
How many years of experience does Gerald Zins have?
Gerald Zins has 40 years in the financial industry, since May 1986, across 3 adviser firms.
What exams has Gerald Zins passed?
Gerald Zins has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in May 1986. FINRA credited Gerald Zins with the SIE, which began in October 2018.
Where did Gerald Zins work before Summit Wealth Management Group?
Before Summit Wealth Management Group, Gerald Zins was registered through American Express Financial Advisors, Inc., December 1997 to May 2002.
Where is Gerald Zins based?
Gerald Zins’ registered office is in Camarillo, CA.
Is Gerald Zins registered with FINRA?
Yes. Gerald Zins has a current broker registration, under CRD 1507393.
Source: FINRA BrokerCheck
How can I verify Gerald Zins’ record?
Search CRD 1507393 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gerald Zins’ full registration record.
