Gerald J. Zins
SUMMIT WEALTH MANAGEMENT GROUP
Camarillo, CA 93012
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CRD#: 1507393
Professional summary
Gerald Joseph Zins JR, CFP®, who also goes by Gerald J. Zins Jr., Jerry Joseph Zins Jr, Jerry Joseph Zins Jr., is a registered financial advisor currently at SUMMIT WEALTH MANAGEMENT GROUP, INC. located in Camarillo, California and LPL FINANCIAL LLC located in Camarillo, California.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Gerald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Income Management
Investment Planning
Education Planning
Business Succession Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Gerald J. Zins Jr. | Jerry Joseph Zins Jr | Jerry Joseph Zins Jr.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 04/14/2014 - Summit Wealth Management Group, Inc. - INV REL - Registered Investment Advisor - 95% TIME SPENT - We provide financial planning at a flat rate 2. 1/13/2016 - Jerry and Lisa Zins Family Trust - Investment Related - Carpinteria, Ca. 93013 - Real Estate Rental - Started 01/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Vacation rental home owned with wife. 3. 8/22/2018 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 160 Hours Per Month During Securities Trading 4. 06/09/2021 - Berkshire Corporate Center - For-Profit Board Member - Not Investment Related - At Reported Business Location(s) - Start Date 06/01/2019 - 1 Hour Per Month/ 0 Hours During Trading 5. 07/14/2023 - Ventura Mixzins, Inc. - Not Investment Related - Camarillo, CA - Family Business - CFO - Start Date 06/15/2023 - 2 Hours Per Month/ 0 Hours During Trading 6. 06/2025 -Jerry serves as Co-Trustee on a Family trust that Summit manages.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Joseph Zins JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
March 11, 2014 - Present
SUMMIT WEALTH MANAGEMENT GROUP, INC.
Office #1: 400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012RIA
CRD#: 170029
Camarillo, CA
Current
May 3, 2002 - Present
LPL FINANCIAL LLC
Office #1: 400 Camarillo Ranch Rd #202, Camarillo, CA 93012RIA
BD
CRD#: 6413
CAMARILLO, CA
Past
August 17, 2021 - November 29, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
MANHATTAN BEACH, CA
Past
May 3, 2002 - November 3, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
MANHATTAN BEACH, CA
Past
September 29, 1999 - May 29, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 15, 1997 - May 29, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CAMARILLO, CA
Past
May 23, 1986 - May 29, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029 / SEC#: 801-110950
RIA
Registered Investment Advisory firm - (8/4/2017 Approved)California
Registered Investment Advisory firm - (1/12/2018 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/8/2024)
RR
Arizona(5/3/2002)
RR
California(5/3/2002)
IAR
California(3/11/2014)
RR
Colorado(1/13/2011)
RR
Florida(7/6/2021)
RR
Georgia(3/26/2024)
RR
Indiana(12/11/2024)
RR
Nevada(4/2/2015)
RR
North Carolina(3/2/2022)
RR
Oregon(7/10/2017)
RR
Texas(7/3/2007)
IAR
Texas(8/6/2014)
RR
Utah(7/10/2017)
RR
Washington(5/3/2002)
RR
Wisconsin(8/4/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029 / SEC#: 801-110950
RIA
Registered Investment Advisory firm - (8/4/2017 Approved)California
Registered Investment Advisory firm - (1/12/2018 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012
Mailing Address
Phone number
(805) 384-1186
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 226,022,233 |
Red Flags
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Company Information
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029Camarillo, CA 93012TRUST BUT VERIFY
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Contact information
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