Jay C Weislogel
Investment adviser representative at Summit Financial, LLC
14 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
14 years in the industry.
- Summit Financial, LLCMar 2026 to now
- Wells Fargo Clearing Services, LLCDec 2021 to Mar 2026
- Fidelity Brokerage Services, LLCJun 2019 to Dec 2021
- Koi Tax ServiceFeb 2014 to Jun 2019
- Koi Wealth ManagementMay 2012 to Jun 2019
- Total Air Balance Co., Inc. (tabco)May 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6066698
- Firm CRD
- 299322