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Jerry Toombs profile image

Jerry Toombs

Estate and Financial Planning at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Summit Group Wealth Advisors</span>
Intro Book
Seasoned investment professional with 46 years of experience in estate and financial planning.
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Location
Logan, Utah, United States, US
Languages
  • Dutch Limited working proficiency
Skills
  • Leadership
  • Investments
  • Public Speaking
  • Financial Analysis
  • Customer Service
  • Show all
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Bio

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Jerry Toombs is a seasoned investment professional with 46 years of experience in estate and financial planning, leadership, and public speaking. He has worked as an Investment Advisor Representative and Owner of Summit Group Wealth Advisors, and previously served as Mission President for The Church of Jesus Christ of Latter-day Saints. With expertise in financial analysis, strategic planning, and team building, Jerry has developed a strong background in guiding individuals and families through complex financial decisions.

Experience

  • Summit Group Wealth Advisors
    • Estate and Financial Planning
      • Nov 1978 - Present

      Jerry Toombs is an Investment Advisor Representative offering advisory services through ARS Investment Advisors, Inc., DBA Summit Group Wealth Advisors, Inc., a SEC Registered Investment Advisor and a Registered Representative offering securities through United Planners Financial Services, member FINRA/SIPC. United Planners Financial Services is unaffiliated with the other named entities.

    • Owner
      • Jun 1978 - Present

  • The Church of Jesus Christ of Latter-day Saints
    • Greater Denver Area
    • Mission President
      • Jul 2011 - Jul 2014
      • Greater Denver Area

Education

  • Utah State University
  • Utah State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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