Advisor at Summit Global Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Global Investments, LLC
Location
Thatcher, AZ 85552
Credentials
Series 63, Series 65
Industry experience
6 years
Tommy Jensen is a financial advisor at Summit Global Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Transamerica Financial Advisors and DFPG Investments. Jensen also operates Jensen's Accounting and Tax Services, where he prepares personal and business tax returns. Summit Global Investments provides discretionary portfolio management and financial planning to individuals, institutional investors, and pooled investment vehicles. The firm uses a managed-risk investment approach that emphasizes downside risk mitigation and combines quantitative and fundamental analysis.
Based on Summit Global Investments, LLC
Financial planning services and estate planning support offered under separate flat-fee agreements.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.70% $1,000,000+: 1.50%
Performance fees charged on SGI Private Fund for Qualified Clients based on specific gains per quarter, in addition to advisory fees.
Account minimum: $20,000 for individual accounts; $500,000 for institutional accounts Minimum fee: Maximum annual administrative fee of $60 per separately managed account, pro-rated and deducted monthly. Fee-only: Advisory fees based on assets under management as per tiered schedule; financial planning services offered under separate flat-fee agreements.
3939 W Main Street
Thatcher, AZ 85552
Arizona
Summit Global Investments
2024 - Present (2 years)
Diversify Advisory Services, LLC
2023 - 2024 (1 year)
DFPG Investments, LLC
2022 - 2024 (2 years)
Compass Tax Service
2019 - 2020 (1 year)
Transamerica Financial Advisors, Inc
2018 - 2022 (4 years)
Unemployed
2018 - 2018 (1 year)
Velocity Construction
2017 - 2018 (1 year)
Safford Unified School District
2015 - 2017 (2 years)
World Financial Group, INC.
2015 - 2022 (7 years)
Jensen's Accounting and Tax Services
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
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