TrueAdvisor
TrueAdvisor
JP
CFP
JP
CFP

Jason Patrick Print

Summit Wealth Partners, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Summit Wealth Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
776 clients
Average Client Portfolio
$812K average
Assets Under Management
$629.7M

Fee Structure

Location

999 Vanderbilt Beach Road, Suite 609, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Summit Wealth Partners, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Summit Wealth Partners, LLC
November 2011 - August 2016 · 4 yrs 9 mos
Summit Wealth Management,inc
October 2006 - December 2006 · 2 mos
Summit Wealth Management, INC
August 2006 - October 2012 · 6 yrs 2 mos
State Registrations17 states
AZCACOFLGAILLAMONCNMOHPASCTXVAWAWI
Advisor
Exams
No exam information available for this advisor.