Karen Jones has been an investment adviser representative at Summit Wealth Management Group since July 2022, and is not listed among the firm’s executive officers or direct owners.
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.
Karen Jones is a Client Services Associate of Summit Wealth Management Group. She joined the firm with over seven years of experience in the financial services industry.
- – present · 4 yearsCamarillo, CA · Adviser representative · Firm CRD 170029
Professional designations
Listed by Summit Wealth Management Group
- CRPC®
Investment adviser representative registrations
Karen Jones is registered as an investment adviser representative in California, since July 2022.
- CaliforniaSince 27 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 June 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 June 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Karen Leslie Jones
- CRD
- 6415876
- Firm
- Summit Wealth Management Group · CRD 170029
- Office
- 400 CAMARILLO RANCH ROAD, SUITE 202, Camarillo, CA 93012
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- yoursummitwealth.com
Where does Karen Jones work?
Karen Jones is an investment adviser representative registered through Summit Wealth Management Group, Inc. since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Karen Jones a financial advisor?
Yes. Karen Jones has a current investment-adviser registration in California, through Summit Wealth Management Group since July 2022.
How many years of experience does Karen Jones have?
Karen Jones has 10 years in the financial industry, since September 2016, across 1 adviser firm.
What exams has Karen Jones passed?
Karen Jones has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Karen Jones with the SIE, which began in October 2018.
Where is Karen Jones based?
Karen Jones’ registered office is in Camarillo, CA.
Is Karen Jones registered with FINRA?
Yes. Karen Jones has a current broker registration, under CRD 6415876.
Source: FINRA BrokerCheck
How can I verify Karen Jones’ record?
Search CRD 6415876 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Karen Jones’ full registration record.
