Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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