John Paul Sleesman
Investment adviser representative at Summit Financial, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Modern Capital Securities, Inc.Oct 2025 to now
- Summit Financial, LLCOct 2024 to now
- Liberty Partners Financial Services, LLC.Aug 2019 to Oct 2025
- Secrest Blakey & Associates, LLCOct 2012 to Nov 2019
- LPL Financial CorporationSep 2009 to Sep 2019
- Southeast Financial Group (dba)Jun 2006 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 5201450
- Firm CRD
- 299322