Jason J. Runung

SUMMIT WEALTH GROUP

GREENWOOD VILLAGE, CO 80111

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CRD#: 5195592

Professional summary

Jason Johan Runung, CFP® is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Greenwood Village, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

1.) Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. 5/2025. 1460. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 5/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Runung, LLC. Not Investment Related. 22144 E. Rowland PI. Aurora Colorado, 80016. Operating LLC / Support Company. Owner. 11/2019. 1. 1. Operating LLC created to receive 1099 income paid from Summit Wealth Group. 4.) Summit Advisor Marketing, LLC. Not Investment Related. 322 Idlewild Dr Dillon Colorado, 80435. Marketing Company. Owner. 6/2022. 2. 2. Marketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Johan Runung'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 9, 2025 - Present

SUMMIT WEALTH GROUP

Office #1: 8400 E Prentice Avenue Suite 1115, Greenwood Village, CO 80111

RIA

CRD#: 335242

GREENWOOD VILLAGE, CO

Current

May 1, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 8400 E Prentice Ave Suite 1000, Greenwood Village, CO 80111

CRD#: 35747

ALBANY, NY

Past

July 14, 2017 - May 2, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Greenwood Village, CO

Past

July 14, 2017 - May 2, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Greenwood Village, CO

Past

May 5, 2017 - July 11, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

August 7, 2015 - July 11, 2017

SCOTTRADE, INC.

CRD#: 8206

WESTMINSTER, CO

Past

December 12, 2012 - August 11, 2014

STONEX SECURITIES INC.

CRD#: 18456

AZTEC, NM

Past

February 11, 2009 - January 8, 2010

HEGARTY INVESTMENT LOGIC, LLC

RIA

CRD#: 146678

AZTEC, NM

Past

August 12, 2008 - November 1, 2010

QA3 FINANCIAL CORP.

CRD#: 14754

AZTEC, NM

Past

February 6, 2008 - May 27, 2008

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

AZTEC, NM

Past

December 14, 2006 - December 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

December 14, 2006 - December 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

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 WEALTH GROUP

SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC

CRD#: 335242 / SEC#: 801-132262

RIA

Registered Investment Advisory firm - (3/27/2025 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

Arizona
(5/6/2025)

IAR

Colorado
(4/9/2025)

Colorado
(5/1/2025)

Florida
(6/30/2025)

Georgia
(5/2/2025)

Iowa
(7/18/2025)

Louisiana
(5/5/2025)

Mississippi
(5/5/2025)

North Carolina
(5/5/2025)

Pennsylvania
(5/2/2025)

Tennessee
(5/2/2025)

Virginia
(5/2/2025)

Washington
(5/1/2025)

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 66

Date: 4/28/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/14/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SUMMIT WEALTH GROUP

SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC

CRD#: 335242 / SEC#: 801-132262

RIA

Registered Investment Advisory firm - (3/27/2025 Approved)

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Contact information

Main Address

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921

Mailing Address

Phone number

(719) 633-4033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT WEALTH GROUP DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	4,911
AUM (Assets Under Management)	$ 1,353,760,295

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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Advisor Monitoring

Firm Stability Insights

Jason J. Runung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Johan Runung's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

STONEX SECURITIES INC.

HEGARTY INVESTMENT LOGIC, LLC

QA3 FINANCIAL CORP.

SECURITIES SERVICE NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SUMMIT WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2017

Series 63

Date: 10/14/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2006

FINRA

Current Firm

SUMMIT WEALTH GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH GROUP

TRUST BUT VERIFY

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