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Mark Douglas Jones

Summit Global Investments, LLC

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About Mark Douglas Jones

Mark Douglas Jones is a financial advisor working at Summit Global Investments, LLC in Bountiful, UT. Mark has been in the financial services industry since 2010 and is registered with the state of Utah. Mark holds the Series 6, 63, and 65 licenses as well as the SIE exam. Mark's professional experience includes time spent at Transamerica Financial Advisors, Inc and World Group Securities, Inc. Mark also owns and operates Horizon Accounting Services LLC. Mark specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles and analytical services.

Firm Information

Mark Jones 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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Mark Jones’s Registration & Firm History

UT

08/30/2024 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

UT

01/06/2012 - 07/16/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)

UT

03/04/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DRAPER UT)

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Licenses & Designations

IA

Issued 08/03/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Douglas Jones.
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