Jason Kohut is a registered investment advisor at Summit Financial, LLC, based in Naples, FL, with 25 years of industry experience. Jason 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
999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108
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Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
October 2008Other Business Activities
Jason is an Investment Advisor Representative for Signet Financial Management of SWFL, LLC since 2018. He dedicates full-time hours to performing investment advisory services for clients.
Employment History
Current Registrations
Summit Financial, LLC
Signet Financial Management, LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Parker/hunter IncorporatedBroker
Morgan Stanley Dw INC.Broker
Raike Financial Group INC.Broker
State Registrations2 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.