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JB

Jennifer K. Butler

SUMMIT WEALTH AND RETIREMENT PARTNERS
EAGLE, ID 83616
Some features on this profile are disabled
CRD#: 5569471
JB

Professional summary

Jennifer Kate Butler, CFP®, who also goes by Jennifer K Butler, Jennifer K Lawrence, is a registered financial advisor currently at SUMMIT WEALTH AND RETIREMENT PARTNERS located in Eagle, Idaho.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer K Butler | Jennifer K Lawrence

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.
Jennifer Butler not investment-related private residence in Albany, CA professional musician Sole Proprietor: Freelance Musician/Cellist 06/28/2012 5 hours per month 0 hours during trading Perform at various functions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Kate Butler'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: 2016

Experience

Current

January 5, 2017 - Present

SUMMIT WEALTH AND RETIREMENT PARTNERS

Office #1: 435 E Shore Drive Suite 220, Eagle, ID 83616
RIA
CRD#: 285972
EAGLE, ID
Past

July 1, 2016 - June 1, 2023

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Danville, CA
Past

June 9, 2016 - May 10, 2017

SUMMIT WEALTH AND RETIREMENT PARTNERS

RIA
CRD#: 136918
WALNUT CREEK, CA
Past

March 28, 2014 - July 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
WALNUT CREEK, CA
Past

August 27, 2013 - July 1, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
WALNUT CREEK, CA
Past

September 10, 2012 - July 5, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN RAMON, CA

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 AND RETIREMENT PARTNERS
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CRD#: 285972 / SEC#: 801-108910

RIA
Registered Investment Advisory firm - (1/5/2017 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.

Highlighted states indicate IAR registrations

IAR
California
(1/5/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/3/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/7/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SW
SUMMIT WEALTH AND RETIREMENT PARTNERS
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CRD#: 285972 / SEC#: 801-108910

RIA
Registered Investment Advisory firm - (1/5/2017 Approved)
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Contact information

Main Address
435 E Shore Drive Suite 220, Eagle, ID 83616
Mailing Address
2000 Crow Canyon Place Suite 410, San Ramon, CA 94583
Phone number
(925) 927-1900
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-08-18 SUMMIT WEALTH & RETIREMENT PARTNERS FORM ADV PART 2A (8/18/2025)

Regulatory assets under management

Total Number of Accounts966
AUM (Assets Under Management)$ 824,768,246

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.

Company Information

SUMMIT WEALTH AND RETIREMENT PARTNERS

CRD#: 285972Eagle, ID 83616

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