Unclaimed Profile

Jason Patrick Print

SUMMIT WEALTH PARTNERS, LLC·ORLANDO, Florida

Series 7, Series 24, Series 63, Series 65CFPClean record19 years registeredSUMMIT WEALTH PARTNERS, LLC

800 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 4262936Firm CRD# 283648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Patrick Print · ORLANDO, FL

Registration

CRD #4262936 · SUMMIT WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SUMMIT WEALTH PARTNERS, LLC

Jun 2016 – present

SUMMIT WEALTH PARTNERS, LLC

Nov 2011 – Aug 2016

ORLANDO, FL

SUMMIT WEALTH MANAGEMENT,INC

Oct 2006 – Dec 2006

SCHAUMBURG, IL

SUMMIT WEALTH MANAGEMENT, INC

Aug 2006 – Oct 2012

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 17, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH PARTNERS, LLC

CRD 283648 · SEC 801-107751

AUM

$630M

Regulatory assets under management

Employees

2,167 client accounts

Services offered by SUMMIT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Patrick Print offer?

Jason Patrick Print specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Jason Patrick Print's credentials?

Jason Patrick Print holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Patrick Print located?

Jason Patrick Print is based in ORLANDO, Florida, working with SUMMIT WEALTH PARTNERS, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Jason Patrick Print charge for services?

Jason Patrick Print's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT WEALTH PARTNERS, LLC?

SUMMIT WEALTH PARTNERS, LLC has approximately 19 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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