Jeffrey Jaskol
Jeffrey Jaskol is a registered investment advisor at Summit Financial, LLC, based in Houston, TX, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
7026 Old Katy Rd, Suite 201, Houston, TX, 77024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an investment advisory representative with Summit Financial, LLC since 2024, offering investment advisory services, financial planning, and fee-for-service planning. He is also a licensed independent insurance agent since 1977, selling fixed insurance products, and owns/partners with several real estate entities.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
The Benchmark Group RIA Services, LLC
Tfs Securities, INC.Broker
Tfs Advisory Services
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
American General Securities IncorporatedBroker
Mesirow Financial, INC.Broker
Mafg RIA Services, INC.Broker
Ffp Securities, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.