Jason Patrick Print
Investment adviser representative at Summit Wealth Partners, LLC
11 yearsExperience
17 statesRegistered in
CFP® certificationDesignation
$675.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Summit Wealth Partners, LLCDec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 17 states (AZ, CA, CO, FL, GA, IL, LA, MO, NC, NM, OH, PA, SC, TX, VA, WA, WI).
Summit Wealth Partners, LLC
$675.7MAssets managed
783Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4262936
- Firm CRD
- 283648