Karen Jones

In by Summit Wealth Team

Karen Jones

CRPC®️

Client Services Associate

Karen Jones

CRPC®️

Client Services Associate


About Karen Jones

Karen Jones joins Summit Wealth Management Group as a Client Services Associate with over seven years of experience in the Financial Services industry. Having earned the designation of Chartered Retirement Planning Counselor through the College of Financial Planning, Karen brings with her specialized training in the complexities of Retirement Planning. Additionally, Karen holds a FINRA Series 7 Securities Registration through LPL Financial and a California Life & Health Insurance License (#0K22877).

Her analytical approach and attention to detail allow her to assist in providing exceptional service to our clients. She looks forward to fostering close working relationships and being a valuable resource to them.

Karen is a native of Ventura County and resides in Ventura with her three sons, Hunter, Jakob, and Westin. She enjoys spending time with her family, cooking, travel, and exploring outdoors. Often you can find them with their dog Rufus by the beach, on a hike, or enjoying a local Farmers Market.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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