Jeremy T. Lytle

SUMMIT GLOBAL INVESTMENTS

Bountiful, UT 84010

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CRD#: 6947722

Professional summary

Jeremy Todd Lytle is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Bountiful, Utah and EQUITY SERVICES, INC. located in Castle Rock, Colorado.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jeremy has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.

1.) JEREMY LYTLE - NON-VARIABLE INSURANCE - 1555 MCMURDO TRL, CASTLE ROCK CA. MARCH 2018. INV REL. AGENT - NON-VARIABLE INSURANCE. DURING TRADE HRS. 2.) SUMMIT GLOBAL FINANCIAL - 1555 MCMURDO TRL, CASTLE ROCK CA. INV REL. OCT 2023. FINANCIAL ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - DURING TRADE HRS. 3.) LYTLE VENTURES LLC - 1555 MCMURDO TRL, CASTLE ROCK CA. NOT INV REL. FEB 2025. OWNER - TAX PASS THROUGH ENTITY - NOT DURING TRADE HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Todd Lytle'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

December 16, 2024 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

Office #1: 620 South Main Street, Bountiful, UT 84010

RIA

CRD#: 157091

Bountiful, UT

Current

August 7, 2025 - Present

EQUITY SERVICES, INC.

RIA

CRD#: 265

CASTLE ROCK, CO

Past

December 6, 2023 - August 5, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

CASTLE ROCK, CO

Past

June 21, 2018 - October 12, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

GREENWOOD VILLAGE, CO

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

Arizona
(8/7/2025)

IAR

Colorado
(12/16/2024)

Colorado
(8/7/2025)

Florida
(8/7/2025)

Kansas
(8/7/2025)

IAR

Texas
(2/13/2025)

Texas
(8/7/2025)

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: 12/14/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/29/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/21/2018

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

Jeremy T. Lytle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Todd Lytle's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY SERVICES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

SUMMIT GLOBAL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2024

Series 63

Date: 5/29/2020

SIE

Date: 10/1/2018

Series 6

Date: 6/21/2018

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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