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Jeffrey Mark Jaskol

Summit Financial, LLC

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About Jeffrey Mark Jaskol

Jeffrey Mark Jaskol is a financial advisor who has been in the industry since 1983. Currently, Jeffrey Mark Jaskol is an investment advisor representative at Summit Financial, LLC. Jeffrey Mark Jaskol has previously worked at TFS Securities, Inc., Ameritas Investment Corp., The Advisors Group, Inc., American General Securities Incorporated, Mesirow Financial, Inc., MAFG RIA Services, Inc., FFP Securities, Inc., and Capital Analysts, Incorporated. Jeffrey Mark Jaskol has a strong background in investment advisory services and financial planning, as well as insurance products. Jeffrey Mark Jaskol is licensed to sell life, annuity, health, long term care, property/casualty, and fixed insurance products. Jeffrey Mark Jaskol has been in the industry for over 40 years.

Firm Information

Jeffrey Jaskol is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Jaskol’s Registration & Firm History

NJ

01/25/2024 - Present

Summit Financial, LLC (TURNERSVILLE NJ)

NJ

04/29/2010 - 12/31/2023

TFS SECURITIES, INC. (TURNERSVILLE NJ)

NJ

10/30/2003 - 05/11/2010

AMERITAS INVESTMENT CORP. (VOORHEES NJ)

MD

09/14/1998 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

AZ

05/05/1998 - 09/27/1998

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

IL

10/22/1997 - 11/25/1997

MESIROW FINANCIAL, INC. (CHICAGO IL)

NJ

08/23/1994 - 10/03/1997

MAFG RIA SERVICES, INC. (MT. LAUREL NJ)

MO

08/20/1992 - 08/23/1994

FFP SECURITIES, INC. (CHESTERFIELD MO)

OH

03/01/1983 - 08/31/1992

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Mark Jaskol.
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