DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• J•• J•••••

S••••• W••••• G••••independent RIALakewood, Co dual registrantIAPD 5697501

Certified Financial Planner

Feed of 09/15/2026

Also filed as J••••• J J•••••

At current firm

1 y

since Apr 9, 2025

In the industry

11 y

since Jan 15, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: jjerele@summitwealthgroup.comreportedsummitwealthgroup.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S••••• W••••• G•••• independent RIA current
since Apr 9, 2025 · Colorado Springs, Co
C••••••••• F•••••••• N•••••• national BD
Dec 1, 2021 to May 1, 2025 · Lakewood, Co
M••••• F••••• W•••••• L•• former
Apr 6, 2018 to Dec 15, 2021 · Greenwood Village, Co
U•• F•••••••• S••••••• I••• wirehouse
Jul 20, 2015 to May 7, 2018 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to S••••• W••••• G••••
left May 1, 2025, registered Apr 9, 2025 (-22 days) · corporate re-registration, not a move
M••••• F••••• W•••••• L•• to C••••••••• F•••••••• N••••••
left Dec 15, 2021, registered Dec 1, 2021 (-14 days) · RIA to affiliated broker-dealer or bank
U•• F•••••••• S••••••• I••• to M••••• F••••• W•••••• L••
left May 7, 2018, registered Apr 6, 2018 (-31 days) · Wirehouse to independent RIA

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address