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Jerome D
Series 66, Series 65
Dallas, TX
Summit Trail Advisors, LLC
Jerome Deren is a financial advisor with Summit Trail Advisors, LLC in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Presidio Capital Advisors LLC, Tiedemann Wealth Management, and Corient Services LLC. Summit Trail Advisors serves a range of clients including high-net-worth individuals, trusts, and institutional clients, providing portfolio management, financial planning, and family-office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.
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