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Daniel David Jonker

Investment Adviser Representative at SUMMIT FINANCIAL, LLC

New Milford, CTCRD #1245488Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Connecticut
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/28/2019
Series 66
Uniform Combined State Law Examination
Passed 1/15/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 2/21/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/5/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/13/1997
Series 24
General Securities Principal Examination
Passed 9/11/2003
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/12/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Summit Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT FINANCIAL, LLCCurrent
12/22/2022New Milford, CT
FIELDPOINT PRIVATE SECURITIES LLC
10/16/201812/22/2022Greenwich, CT
J.P. MORGAN SECURITIES LLC
10/1/20085/15/2012New York, NY
J. P. MORGAN SECURITIES INC.
1/16/200810/1/2008New Canaan, CT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel David Jonker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel David Jonker - Financial Advisor in New Milford, CT | AdvisorFinder