John W. Mcgehee

SUMMIT GLOBAL INVESTMENTS

Englewood, CO 80112

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CRD#: 2178651

Professional summary

John Wesley Mcgehee is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Englewood, Colorado and EQUITY SERVICES, INC. located in Arvada, Colorado.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

*JOHN W MCGEHEE - 6850 2 52ND AVE, SUITE 202, ARVADA CO. AUG 2025. INV REL. INSURANCE BASED COMMISSIONS. FIXED BUSINESS. AGENT. ALL FIXED BUSINESS. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS, LLC -6850 2 52ND AVE, SUITE 202, ARVADA CO. FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 02/2024 - INVESTMENT RELATED ,*MDA TAXES - 6850 2 52ND AVE, SUITE 202, ARVADA CO. DEC 2023. NOT INV REL. CPA OFFICE, TAX AND ACCOUNTING. PARTNER. TAX RETURNS, PREP AND CONSULTING. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - 6850 2 52ND AVE, SUITE 202, ARVADA CO. FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 06/2023 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Wesley Mcgehee's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 5, 2024 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

Office #1: 10303 E. Dry Creek Rd #10, Englewood, CO 80112

RIA

CRD#: 157091

Englewood, CO

Current

September 2, 2025 - Present

EQUITY SERVICES, INC.

Office #1: 6850 W 52nd Ave #202, Arvada, CO 80003

RIA

CRD#: 265

ARVADA, CO

Past

March 7, 2024 - August 21, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

ARVADA, CO

Past

June 2, 2023 - October 3, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

GREENWOOD VILLAGE, CO

Past

December 6, 2002 - December 19, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

April 26, 1993 - September 22, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

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".

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

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.

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

IAR

Colorado
(3/5/2024)

Colorado
(9/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/22/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/29/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

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Contact information

Main Address

620 South Main Street, Bountiful, UT 84010

Mailing Address

620 South Main Street, Bountiful, UT 84010

Phone number

(888) 251-4847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SGI BROCHURE (9/15/2025)

SGI BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts	6,923
AUM (Assets Under Management)	$ 1,921,141,101

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John W. Mcgehee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Wesley Mcgehee's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY SERVICES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

TRANSAMERICA FINANCIAL ADVISORS, LLC

VERAVEST INVESTMENTS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

SUMMIT GLOBAL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2024

Series 6TO

Date: 6/2/2023

SIE

Date: 2/22/2023

Series 7

Date: 12/5/2002

Series 6

Date: 10/29/1991

FINRA

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT GLOBAL INVESTMENTS, LLC

TRUST BUT VERIFY

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