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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

JOSHUA JAY JERELE

Advisor at SUMMIT WEALTH GROUP

LAKEWOOD, CO | COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:0f7423d7-b5e0-3a18-6a03-e1548b813e57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT WEALTH GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 15, 2015
First registration: Jul 20, 2015
Dual registered: yes, broker-dealer
Other names: JOSHUA J JERELE
IAPD individual key: 5697501

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT WEALTH GROUP	Independent wealth	Apr 9, 2025	n/a	yes	COLORADO SPRINGS, CO\|LAKEWOOD, CO	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Dec 1, 2021	May 1, 2025	no	LAKEWOOD, CO	Previous registration
MOSAIC FAMILY WEALTH, LLC	Former SEC adviser	Apr 6, 2018	Dec 15, 2021	no	GREENWOOD VILLAGE, CO\|ST. LOUIS, MO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 20, 2015	May 7, 2018	no	CHICAGO, IL\|Lincoln, NE\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	SUMMIT WEALTH GROUP	May 1, 2025	Apr 9, 2025	-22	Bulk transfer	Ibd to new firm
MOSAIC FAMILY WEALTH, LLC	COMMONWEALTH FINANCIAL NETWORK	Dec 15, 2021	Dec 1, 2021	-14	Firm change	RIA to ibd
UBS FINANCIAL SERVICES INC.	MOSAIC FAMILY WEALTH, LLC	May 7, 2018	Apr 6, 2018	-31	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (4)

→ SUMMIT WEALTH GROUPRegistered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Dec 1, 2021 to May 1, 2025factForm ADV
→ MOSAIC FAMILY WEALTH, LLCRegistered adviserregistration: previous registration
Apr 6, 2018 to Dec 15, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 20, 2015 to May 7, 2018factForm ADV

Dated events

No dated event names this entity yet.