JT
Jeffrey A. Taylor
SUMMIT GLOBAL INVESTMENTS
Centennial, CO
Some features on this profile are disabled
CRD#: 7169318
JT
Professional summary
Jeffrey Alan Taylor is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Centennial, Colorado and EQUITY SERVICES, INC. located in Centennial, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jeffrey has worked at 3 firms and has passed the Series 65, Series 6TO and SIE 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.
*SUMMIT GLOBAL INVESTMENTS - BOUNTIFUL UT. MAY 2024. INV REL. FINANCIAL ASSOCIATE. AS AN S65 LICENSED ADVISOR, I SUPPORT CLIENTS WITH FINANCIAL PLANS IN THEIR BEST INTEREST. HELP THEM WITH A SELF DIRECTED BUSINESS ACCOUNT, ASSISTANCE SETTING UP ANY ACCOUNTS THAT WILL HELP THEM REACH THEIR GOALS. DURING TRADE HRS. *JT FITNESSLLC DBA MUSCLEQUEST, (FORMERLY DBA LIFESPORTS)/INVESTMENT RELATED - NO/7548 S.JASMINE WAY, CENTENNIAL, CO 80112. NOT INV REL. BODYBUILDING AND FITNESS EVENTS PER YEAR; SPONSORSHIPS, ENTRY FEES AND TICKETS COLLECTED TO PAY COSTS FOR VENUES, TROPHIES, SANCTIONS AND ALL COSTS./MANAGER OWNER/01.1993/80/40/BRING IN SPONSORS, SOLICIT ATHLETES TO PARTICIPATE, SELL TICKETS TO PATRONS TO WATCH THE EVENTS, PRODUCE, PROMOTE, EXPEDITE AND FACILITATE ALL ASPECTS OF THE LIVE EVENT, PRE AND POST EVENT. DURING SOME TRADE HRS. *NATIONAL PHYSIQUE COMMITTEE. NPC, PO BOX 799, CARNEGIE, PA 15106. NOT INV REL. THE NPC IS THE NATIONAL PHYSIQUE COMMITTEE. COLORADO CHAIRMAN/01.1991/10/0/I AM IN AN UNPAID POSITION OF COLORADO CHAIRMAN TO FACILITATE THE NATIONAL ACTIVITIES LOCALLY. I ENSURE THAT THE NATIONAL RULES ARE FOLLOWED IN THE LOCAL EVENTS, PUT TOGETHER JUDGING PANELS FOR ALL OF THE COLORADO EVENTS, AND AM THE CONTACT POINT FOR QUESTIONS REGARDING THE NATIONAL ORGANIZATION LOCALLY. NOT DURING TRADE HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Taylor'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®
NoneExperience
Current
August 5, 2024 - Present
SUMMIT GLOBAL INVESTMENTS, LLC
RIA
CRD#: 157091
Centennial, CO
Current
September 12, 2025 - Present
EQUITY SERVICES, INC.
RIA
BD
CRD#: 265
CENTENNIAL, CO
Past
November 1, 2019 - January 11, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
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".
SG
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.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
IAR
Colorado(8/5/2024)
RR
Colorado(9/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/1/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SG
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
32
SEC notice filing (43 States and Territories)
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.
