Josh Jerele, CFP®

As a Wealth Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances. 

Born and raised in Columbus, OH, Josh holds a bachelor’s degree in finance from Taylor University in Indiana. Josh worked as a Portfolio Advisor in Fort Wayne, IN, before joining UBS Private Wealth in Denver, CO. From there, he joined an RIA as a Wealth Advisor, where Josh continued to build on his extensive experience working with business owners, executives, and ultra-high-net-worth families. He now incorporates those past experiences to advise clients here at Summit Wealth Group. In 2024, Josh was named on the Forbes Top Next-Gen Wealth Advisors Best in State list.

Josh cares deeply for his clients and enjoys building meaningful relationships with them. He strives to understand their passions, goals, and concerns to assist them in connecting those to their finances.

When he is not serving his clients, Josh spends time with his wife, Jillian, and their four children. Josh enjoys all that Colorado has to offer, including hiking, skiing, golfing, and fly-fishing. Together as a family, they love being outside, cheering on their favorite football teams, and doing house remodeling projects.

*2024 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in Aug 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.