GJ
Gerald Joseph Zins
CRD 1507393
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Summit Wealth Management Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Summit Wealth Management Group, Inc.
President · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗