Jason PrintCRD Number: 4262936
Current Firm: Summit Wealth Partners, LLC
Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 19 years of experience in the finance industry. Jason Print has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Schwab & Company, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Summit Wealth Partners, LLC||Naples, FL||Dec 2015 - Current||5|
|Summit Wealth Partners, Inc.||Naples, FL||Oct 2012 - Dec 2015||3|
|Summit Wealth Mgmt, Inc.||Orlando, FL||Aug 2006 - Sep 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management571MILLIONS
Total Number of Accounts1,876ACCOUNTS
Average Account Value$304,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA
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