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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Print is a financial advisor with Summit Wealth Partners, LLC, based in Naples, FL. Jason has been in the financial services industry since 2000, and has extensive experience in financial planning and portfolio management. Jason has earned the Certified Financial Planner designation and holds licenses to provide investment advice in several states. Jason's focus is on helping individuals and families reach their financial goals, whether that means planning for retirement, saving for college, or managing investment assets. Summit Wealth Partners, LLC is committed to providing personalized, comprehensive financial guidance to its clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
03/26/2024 - Present
Summit Wealth Partners, LLC (NAPLES FL)
NJ
12/12/2006 - 10/01/2012
LANDMARK INVESTMENT GROUP, INC (SECAUCUS NJ)
NJ
09/11/2002 - 12/17/2004
SUMMIT CAPITAL INVESTMENT GROUP INC. (SECAUCUS NJ)
TX
04/12/2002 - 06/19/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
10/25/2000 - 04/09/2002
SUMMIT CAPITAL TRADING, INC. (SECAUCUS NJ)
IA
Issued 11/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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