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Jeremy Todd Lytle

Summit Global Investments, LLC

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About Jeremy Todd Lytle

Jeremy Lytle is a registered investment advisor representative with Summit Global Investments, LLC. Jeremy is licensed in Colorado and Texas. Jeremy has been working in the financial services industry since 2014. Jeremy's current employment history includes positions at Transamerica Financial Advisors, Inc., World Financial Group, Inc., Keller Williams, College Loan Freedom, Xperience Benefits, United Planners Financial Services, and Summit Global Investments. Jeremy has also been an agent for non-variable insurance since 2018. Jeremy has passed the Series 63 and Series 65 exams. Jeremy's specializations include retirement planning, investment advisory services for high net worth individuals and individuals other than high net worth, portfolio management for businesses, investment companies, and pooled investment vehicles.

Firm Information

Jeremy Lytle is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeremy Lytle’s Registration & Firm History

UT

02/13/2025 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Todd Lytle.
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