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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jackson is an Investment Advisor Representative with Summit Global Investments, LLC, headquartered in Bountiful, UT. Michael has been in the financial industry since 2012 and is licensed in Utah and Arizona. Michael also works with Spencer Asset Management, where options trading is performed. Michael's specializations include analytical services, financial planning, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael's experience and expertise in the financial industry make him a valuable resource for individuals and businesses seeking investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
01/10/2024 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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