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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

JASON JOHAN RUNUNG

Advisor at SUMMIT WEALTH GROUP

COLORADO SPRINGS, CO | GREENWOOD VILLAGE, CO

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2006 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: Dec 14, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 14, 2015
First registration: Dec 14, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 5195592

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\|GREENWOOD VILLAGE, CO	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jul 14, 2017	May 2, 2025	no	Greenwood Village, CO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	May 5, 2017	Jul 11, 2017	no	SAINT LOUIS, MO	Previous registration
HEGARTY INVESTMENT LOGIC, LLC	State registered	Feb 11, 2009	Jan 8, 2010	no	AZTEC, NM	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 14, 2006	Dec 20, 2007	no	AUSTIN, TX	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 2, 2025	Apr 9, 2025	-23	Bulk transfer	Ibd to new firm
SCOTTRADE INVESTMENT MANAGEMENT	COMMONWEALTH FINANCIAL NETWORK	Jul 11, 2017	Jul 14, 2017	3	Firm change	Other
HEGARTY INVESTMENT LOGIC, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Jan 8, 2010	May 5, 2017	2,674	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	HEGARTY INVESTMENT LOGIC, LLC	Dec 20, 2007	Feb 11, 2009	419	Firm change after gap	Ibd to state RIA

Relationships

Registered with (5)

→ SUMMIT WEALTH GROUPRegistered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jul 14, 2017 to May 2, 2025factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
May 5, 2017 to Jul 11, 2017factForm ADV
→ HEGARTY INVESTMENT LOGIC, LLCRegistered adviserregistration: previous registration
Feb 11, 2009 to Jan 8, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 14, 2006 to Dec 20, 2007factForm ADV

Dated events

No dated event names this entity yet.