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Jay Gilson Email & Phone Number

Senior Director at Summit Financial Group, LLC at Summit Financial Group, LLC

Location: San Francisco Bay Area, United States, United States 7 work roles 2 schools

2 work emails found @summitadvisors.com 7 phones found area 510, 925, and 415 LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 86%

Current company

Summit Financial Group, LLC

Role

Senior Director at Summit Financial Group, LLC

Location

San Francisco Bay Area, United States, United States

Company size

33 employees

Who is Jay Gilson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jay Gilson is listed as Senior Director at Summit Financial Group, LLC at Summit Financial Group, LLC, a company with 33 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at summitadvisors.com, phone signal with area code 510, 925, 415, and a matched LinkedIn profile for Jay Gilson.

Jay Gilson previously worked as Senior Director at Summit Financial Group, Llc and Owner at Rina Accountancy. Jay Gilson holds Masters from Golden Gate University.

Company email context

Email format at Summit Financial Group, LLC

This section adds company-level context without repeating Jay Gilson's masked contact details.

{first}@summitadvisors.com

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AeroLeads found 2 current-domain work email signals for Jay Gilson. Compare company email patterns before reaching out.

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Profile bio

About Jay Gilson

Jay Gilson is a Senior Director at Summit Financial Group, LLC at Summit Financial Group, LLC.

Current workplace

Jay Gilson's current company

Company context helps verify the profile and gives searchers a useful next step.

Summit Financial Group, Llc

Senior Director at Summit Financial Group, LLC

san ramon, california, united states

Website

summitadvisors.com

Employees

33

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Company profile

View company profile Email format

7 roles · 20 years

Jay Gilson work experience

A career timeline built from the work history available for this profile.

Senior Director

Current

Summit Financial Group, Llc

San Ramon, CA

Jan 2015 - Present

Owner

Rina Accountancy

Greater San Francisco Bay Area

Jan 1990 - Dec 2014

Board Member (Past President 2010 And 2011 Years)

Regional Parks Foundation

Alameda And Contra Costa Counties

2006 - 2013 ~7 yrs

Member

The Global Alliance Of Ceo'S

2009 - 2012 ~3 yrs

Manager

Rina Accountancy Corporation

Jan 1988 - Dec 1990

Senior Manager

Kpmg Peat Marwick

Jun 1984 - Dec 1987

Professional Staff

Rina Accountancy Corporation

Aug 1979 - Jun 1984

Team & coworkers

Colleagues at Summit Financial Group, LLC

Other employees you can reach at summitadvisors.com. View company contacts for 33 employees →

GM

Gina Morais, Cfp®,Cepa® Colleague at Summit Financial Group, LlcSan Ramon, California, United States, United States View → TB

Tyler Bailey, Cfp® Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → KJ

Kari Jeha Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → NM

Nancy Mcmillin Colleague at Summit Financial Group, LlcLivermore, California, United States, United States View → AP

Aaron Peabody, Cfp® Colleague at Summit Financial Group, LlcSan Ramon, California, United States, United States View → DG

Dash Grammer, Cfp® Colleague at Summit Financial Group, LlcSan Francisco, California, United States, United States View → VS

Vanessa Savage, Cfp®, Cepa®, Ricp® Colleague at Summit Financial Group, LlcWalnut Creek, California, United States, United States View → MS

Michael Schomaker, Cfp® Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → CC

Cody C. Smith, Cfp®, Cepa® Colleague at Summit Financial Group, LlcSan Ramon, California, United States, United States View → MM

Mary Murphy Colleague at Summit Financial Group, LlcSun Valley, Idaho, United States, United States View →

2 education records

Jay Gilson education

Masters

Golden Gate University

Bachelor Of Science

Golden Gate University

FAQ

Frequently asked questions about Jay Gilson

Quick answers generated from the profile data available on this page.

What company does Jay Gilson work for?

Jay Gilson works for Summit Financial Group, LLC.

What is Jay Gilson's role at Summit Financial Group, LLC?

Jay Gilson is listed as Senior Director at Summit Financial Group, LLC at Summit Financial Group, LLC.

What is Jay Gilson's email address?

AeroLeads has found 2 work email signals at @summitadvisors.com for Jay Gilson at Summit Financial Group, LLC.

What is Jay Gilson's phone number?

AeroLeads has found 7 phone signal(s) with area code 510, 925, 415 for Jay Gilson at Summit Financial Group, LLC.

Where is Jay Gilson based?

Jay Gilson is based in San Francisco Bay Area, United States, United States while working with Summit Financial Group, LLC.

What companies has Jay Gilson worked for?

Jay Gilson has worked for Summit Financial Group, Llc, Rina Accountancy, Regional Parks Foundation, The Global Alliance Of Ceo'S, and Rina Accountancy Corporation.

Who are Jay Gilson's colleagues at Summit Financial Group, LLC?

Jay Gilson's colleagues at Summit Financial Group, LLC include Gina Morais, Cfp®,Cepa®, Tyler Bailey, Cfp®, Kari Jeha, Nancy Mcmillin, and Aaron Peabody, Cfp®.

How can I contact Jay Gilson?

You can use AeroLeads to view verified contact signals for Jay Gilson at Summit Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jay Gilson attend?

Jay Gilson holds Masters from Golden Gate University.

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