JP
Jason Patrick Print
CRD 4262936
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Summit Wealth Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Summit Wealth Partners, Llc
Manager, Co President & Ceo · Less than 5% · Dec 2024
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Summit Wealth Partners, Llc
Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗