Jerry J. Zins, Jr., CFP®, CLU®, ChFC®
Senior Managing Director
Jerry is the founding principal of Summit Wealth Management Group. Since 1986, Jerry has applied his experience in the development of effective wealth management and asset protection strategies across multiple economic and market cycles for the benefit of individuals, families and small business owners. He brings extensive knowledge and insight to his clients in the areas of retirement plan distribution
strategies and lifetime legacy planning, as well as stock option planning techniques for corporate executives.
Summit Wealth Management Group, Inc., is a financial planning firm based in Camarillo. SWMG is an independently Registered Investment Advisor firm (RIA). The original Summit Financial Group was founded by Mr. Zins in 1999; Summit Wealth Management Group was incorporated in 2013. SWMG currently manages approximately $300 million in investable assets for over 400 households locally.
Jerry is a CERTIFIED FINANCIAL PLANNER Professional, Chartered Life Underwriter®, and Chartered Financial Consultant®. He is an LPL Financial Registered Representative and holds FINRA Series 7, 24 and 63 securities registrations through LPL Financial and his Series 65 registration through Summit Wealth Management Group Inc. He also holds his California Life, Health and Annuity Insurance licenses (CA Insurance Lic. #0708854).
As an active participant in his community, Jerry is a Board Member of the St. John’s Hospital Community Board; past Chairman of the St. John’s Healthcare Foundation; past Board Member of the Camarillo Healthcare District’s Finance Committee; past Chairman of the St. Mary Magdalen School Consultative Board; and past Chairman of the Padre Serra Church Finance Council.
Jerry and his wife Lisa reside in Camarillo. Their son, Gregory, is a recent graduate at Chapman University in Orange, California. Daughter Michelle is employed by the Fairmont Resort in Scottsdale, Arizona. Daughter Christina is employed by LPL Financial in San Diego, California. Oldest Daughter, Jennifer, is an attorney and resides in Chandler, Arizona with her husband and two sons. Jerry enjoys traveling, playing the drums, and spending quality time with his family.