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Financial Advisor · Summit Wealth Management Group, Inc.

Gerald J. Zins

CRD 1507393 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Wealth Management Group, Inc., an SEC-registered wealth manager based in Camarillo, CA with $250 million in regulatory assets, lists Gerald J. Zins on its Form ADV as Financial Advisor, a control person.

Firms and roles

AtlasMembers

Gerald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • CHRISTINA F. ZINSChief Executive Officer and Chief Compliance Officer, Summit Wealth Management Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.