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Sherman Peters Jones

Summit Global Investments, LLC

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About Sherman Peters Jones

Sherman Jones is a financial advisor with over 10 years of experience in the industry. Currently, Sherman is registered with Summit Global Investments, LLC in Bountiful, UT. Sherman has been registered with this firm since September 2023. Prior to this role, Sherman was a financial advisor at Transamerica Financial Advisors, Inc. in Pleasanton, CA for over 11 years. Sherman also previously held positions at World Group Securities, Inc. in Pleasanton, CA, World Financial Group, Inc. in Pleasanton, CA, and Oakland Fire Department in Oakland, CA.

Firm Information

Sherman 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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Sherman Jones’s Registration & Firm History

UT

09/20/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

CA

01/06/2012 - 09/11/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)

CA

03/25/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PLEASANTON CA)

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Licenses & Designations

IA

Issued 03/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherman Peters Jones.
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