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Jason Runung

Advisor at Summit Wealth Group

Updated today
Summit Wealth Group logo

Firm

Summit Wealth Group

Location

Colorado Springs, CO 80921

Credentials

CFP®, Series 63, Series 66

Industry experience

15 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Work history

Purshe Kaplan Sterling Investments

2025 - Present (1 year)

Summit Wealth Group LLC

2025 - Present (1 year)

Commonwealth Financial Network

2017 - 2025 (8 years)

Scottrade

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Linda L

CFP®, EA

Colorado Springs, CO

Peace of Mind Financial Planning, Inc

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

General retirement planning Mid-Career Professionals Gen X (Born 1965-1980)

Adam J

Series 66

Colorado Springs, CO

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner

Joel J

CFP®, Series 63, Series 66

Colorado Springs, CO

Fidelity

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Wealth management Income planning Retirement income strategy General retirement planning Military & Veterans Married/Couples/Partners Parents

Justin H

Series 66

Colorado Springs, CO

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Women Professionals

Kristin S

Series 63, Series 66

Colorado Springs, CO

Fidelity

Kristin Simpson is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds expectations, leveraging Fidelity's trusted brand and advanced technology. Her career in financial services spans over two decades, beginning in 2003 at T. Rowe Price where she worked in Investment Services and progressed through roles including Investment Guidance and Retirement Plan Coordinator until 2012. She then joined Fidelity Investments, where she has held multiple roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Vice President, Branch Leader. Details regarding Kristin Simpson's education, credentials, personal interests, or community involvement were not provided.

Financial Professional

Sean P

Series 63, Series 66

Colorado Springs, CO

Fidelity

Sean Powell is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, initially serving as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, Sean worked as a Licensed Sales Assistant at Guaranteed Rate from 2021 to 2022 and as a Senior Financial Consultant at T. Rowe Price from 2016 to 2021. Sean's professional experience spans wealth management, financial consulting, and sales support within the financial services industry. He focuses on helping clients feel comfortable and confident in their financial future and is open to discussing a wide range of financial investment topics. Outside of his professional life, Sean enjoys spending time with his wife and their Dalmatian-German Shepherd puppy. His personal interests include board games, cars, comedy, concerts, pets, traveling, and exploring National Parks.

Wealth management
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