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Jody Ann Wilson

Summit Global Investments, LLC

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About Jody Ann Wilson

Jody Ann Wilson is a financial advisor who has been working in the financial industry since 2002. She holds multiple securities licenses and specializes in retirement planning, portfolio management for individuals and businesses, and investment company products. Jody Ann Wilson is registered with Summit Global Investments, LLC, a firm that manages over $2 billion in assets. Jody Ann Wilson has previously been registered with Transamerica Financial Advisors, Inc. and World Group Securities, Inc.

Firm Information

Jody Wilson 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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Jody Wilson’s Registration & Firm History

CO

09/22/2023 - Present

Summit Global Investments, LLC (Carbondale CO)

CO

01/06/2012 - 09/21/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (GUNNISON CO)

CO

04/13/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (GUNNISON CO)

GA

02/22/2002 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jody Ann Wilson. Review regulatory record here.
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