Jeff Waller
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Jeff Waller Email & Phone Number

Financial Advisor at Summit Financial Group, Inc.
Location: Dallas, Texas, United States 10 work roles 1 school
1 work email found @edwardjones.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@edwardjones.com
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Current company
Summit Financial Group, Inc.
Role
Financial Advisor
Location
Dallas, Texas, United States
Company size
136 employees

Who is Jeff Waller? Overview

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Quick answer

Jeff Waller is listed as Financial Advisor at Summit Financial Group, Inc., a with 136 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Jeff Waller.

Jeff Waller previously worked as Sales Executive at Summit Financial Group, Inc. and Life & Property Casualty Agent at Epic Insurance Group Llc. Jeff Waller holds Bachelor Of Arts (B.A.), Spanish Language And Literature from University Of North Texas.

Company email context

Email format at Summit Financial Group, Inc.

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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Jeff Waller. Compare company email patterns before reaching out.

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Profile bio

About Jeff Waller

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.5420 LBJ Freeway, Suite 1940, Dallas, TX 75240(800) 475-0991 ext. (2236)

Listed skills include New Business Generation, Sales And Marketing Leadership, Property And Casualty Insurance, Life And Health Insurance Licenses, and 11 others.

Current workplace

Jeff Waller's current company

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

Summit Financial Group, Inc.
Summit Financial Group, Inc.
Financial Advisor
Dallas, TX, US
Website
yoursummit.com
Employees
136
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Company profile
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10 roles

Jeff Waller work experience

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

Sales Executive

Current
Summit Financial Group, Inc.

Dallas, Texas, United States

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Together we are a team! We advise. We consult. We assist. We help meet our client's expectations. We build relationships and help our clients achieve their goals.

Jan 2024 - Present

Life & Property Casualty Agent

Epic Insurance Group Llc

Texas, United States

Feb 2023 - Jan 2024

Regional Sales Consultant

Voya Financial

United States

Mar 2022 - Jun 2023

Personal Financial Representative

Allstate

Texas, United States

Apr 2019 - Mar 2022

President

Vertical Advantage Solutions

Dallas/Fort Worth Area

Feb 2018 - Apr 2019

Financial Advisor

Edward Jones

Dallas Texas

Mar 2015 - Mar 2018

National Sales Director

Atx Premier Company

Dallas/Fort Worth Area

Dec 2011 - Mar 2015

Regional Sales Director

Santa Fe Auto Mga

Texas

Dec 1997 - Dec 2011
Team & coworkers

Colleagues at Summit Financial Group, Inc.

Other employees you can reach at yoursummit.com. View company contacts for 136 employees →

LL Lauri Love Lauri Love Colleague at Summit Financial Group, Inc.Boca Raton, Florida, United States View → SR Sandra Ryan Sandra Ryan Colleague at Summit Financial Group, Inc.Martinsburg, West Virginia, United States View → AG Alex Graham Alex Graham Colleague at Summit Financial Group, Inc.Tulsa Metropolitan Area, United States View → SE Samantha Eichor Samantha Eichor Colleague at Summit Financial Group, Inc.Tulsa, Oklahoma, United States View → RN Rachel N. Rachel N. Colleague at Summit Financial Group, Inc.Oklahoma City Metropolitan Area, United States View → ZS Zoe Skaggs Zoe Skaggs Colleague at Summit Financial Group, Inc.Tulsa, Oklahoma, United States View → SK Sabrina Kennedy Sabrina Kennedy Colleague at Summit Financial Group, Inc.Picayune, Mississippi, United States View → TD Ts Day Ts Day Colleague at Summit Financial Group, Inc.Tulsa Metropolitan Area, United States View → QW Quinessa Warfield Quinessa Warfield Colleague at Summit Financial Group, Inc.Brentwood, Tennessee, United States View → RG Randy Gowdy Randy Gowdy Colleague at Summit Financial Group, Inc.Dallas, Texas, United States View →
1 education record

Jeff Waller education

FAQ

Frequently asked questions about Jeff Waller

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

What company does Jeff Waller work for?

Jeff Waller works for Summit Financial Group, Inc..

What is Jeff Waller's role at Summit Financial Group, Inc.?

Jeff Waller is listed as Financial Advisor at Summit Financial Group, Inc..

What is Jeff Waller's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Jeff Waller at Summit Financial Group, Inc..

Where is Jeff Waller based?

Jeff Waller is based in Dallas, Texas, United States while working with Summit Financial Group, Inc..

What companies has Jeff Waller worked for?

Jeff Waller has worked for Summit Financial Group, Inc., Epic Insurance Group Llc, Voya Financial, Allstate, and Vertical Advantage Solutions.

Who are Jeff Waller's colleagues at Summit Financial Group, Inc.?

Jeff Waller's colleagues at Summit Financial Group, Inc. include Lauri Love, Sandra Ryan, Alex Graham, Samantha Eichor, and Rachel N..

How can I contact Jeff Waller?

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

What schools did Jeff Waller attend?

Jeff Waller holds Bachelor Of Arts (B.A.), Spanish Language And Literature from University Of North Texas.

What skills is Jeff Waller known for?

Jeff Waller is listed with skills including New Business Generation, Sales And Marketing Leadership, Property And Casualty Insurance, Life And Health Insurance Licenses, Strategic Planning, Training And Development, Life Insurance, and Retirement Planning.

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