Jennifer Butler has been an investment adviser representative at Summit Wealth & Retirement Planning since January 2017, and is not listed among the firm’s executive officers or direct owners. Jennifer Butler holds a Certificate in Personal Financial Planning from Bryant University.
Summit Wealth & Retirement Planning, Inc. is an Eagle, ID firm with $978M under management, 354 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Jennifer Butler is Director of Financial Planning of Summit Wealth & Retirement Partners. She entered the wealth management field as a client service representative in 2008 and joined the Summit Wealth team in June 2013. Her responsibilities include data gathering, case design, plan development, review preparation, research, reporting and presentation development, and she maintains the firm's financial planning software and reporting tools.
Jennifer Butler’s longest registration is the current one, 9 years at Summit Wealth & Retirement Planning since 2017. Before joining Summit Wealth & Retirement Planning in 2017, Jennifer Butler was registered through Summit Wealth and Retirement Partners and VSR Advisory Services.
- – present · 9 yearsEagle, ID · Adviser representative · Firm CRD 285972
- Summit Wealth and Retirement Partners– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 136918
- VSR Advisory Services– · 2 yearsWalnut Creek, CA · Adviser representative · Firm CRD 14503
Professional designations
Listed by Summit Wealth & Retirement Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jennifer Butler is registered as an investment adviser representative in California, since January 2017.
- CaliforniaSince 5 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2014 |
| Series 7 | General Securities Representative Examination | 29 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jennifer Kate Butler
- CRD
- 5569471
- Firm
- Summit Wealth & Retirement Planning · CRD 285972
- Office
- 435 E SHORE DRIVE, SUITE 220, Eagle, ID 83616
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitwealthandretirement.com
Where does Jennifer Butler work?
Jennifer Butler is an investment adviser representative registered through Summit Wealth & Retirement Planning, Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Butler a financial advisor?
Yes. Jennifer Butler has a current investment-adviser registration in California, through Summit Wealth & Retirement Planning since January 2017.
How many years of experience does Jennifer Butler have?
Jennifer Butler has 13 years in the financial industry, since October 2012, across 3 adviser firms.
What exams has Jennifer Butler passed?
Jennifer Butler has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 2012. FINRA credited Jennifer Butler with the SIE, which began in October 2018.
Where did Jennifer Butler work before Summit Wealth & Retirement Planning?
Before Summit Wealth & Retirement Planning, Jennifer Butler was registered through VSR Advisory Services, March 2014 to July 2016.
Where is Jennifer Butler based?
Jennifer Butler’s registered office is in Eagle, ID.
Is Jennifer Butler registered with FINRA?
No. Jennifer Butler has no current broker registration.
Is Jennifer Butler a CFP?
Summit Wealth & Retirement Planning lists Jennifer Butler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jennifer Butler, CFP® biography, summitwealthandretirement.com
How can I verify Jennifer Butler’s record?
Search CRD 5569471 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Butler’s full registration record.