Jason P. Print

SUMMIT WEALTH PARTNERS

Naples, FL 34108

Some features on this profile are disabled

CRD#: 4262936

Professional summary

Jason Patrick Print, CFP® is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Naples, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Print's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

June 30, 2016 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 283648

Naples, FL

Past

November 16, 2011 - August 19, 2016

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

ORLANDO, FL

Past

December 12, 2006 - October 1, 2012

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Past

October 26, 2006 - December 31, 2006

SUMMIT WEALTH MANAGEMENT,INC

RIA

CRD#: 104820

SCHAUMBURG, IL

Past

August 17, 2006 - October 5, 2012

SUMMIT WEALTH MANAGEMENT, INC

RIA

CRD#: 105714

ORLANDO, FL

Past

September 11, 2002 - December 17, 2004

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Past

April 12, 2002 - June 19, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

October 25, 2000 - April 9, 2002

LANDMARK INVESTMENT GROUP, INC

CRD#: 44602

SECAUCUS, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/2/2024)

IAR

California
(6/30/2016)

IAR

Colorado
(3/26/2024)

IAR

Florida
(7/6/2016)

IAR

Georgia
(8/26/2016)

IAR

Illinois
(3/26/2024)

IAR

Louisiana
(5/7/2024)

IAR

Missouri
(3/26/2024)

IAR

New Mexico
(3/28/2024)

IAR

North Carolina
(6/30/2016)

IAR

Ohio
(6/30/2016)

IAR

Pennsylvania
(3/26/2024)

IAR

South Carolina
(6/30/2016)

IAR

Texas
(3/26/2024)

IAR

Virginia
(3/26/2024)

IAR

Washington
(3/26/2024)

IAR

Wisconsin
(3/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/12/2003

General Securities Principal Examination

Current Firm

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

800 N. Orange Avenue Suite 302, Orlando, FL 32801

Mailing Address

Phone number

(407) 656-2252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/28/2025)

WRAP FEE PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,966
AUM (Assets Under Management)	$ 629,747,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Print

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Print's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

LANDMARK INVESTMENT GROUP, INC

SUMMIT WEALTH MANAGEMENT,INC

SUMMIT WEALTH MANAGEMENT, INC

LANDMARK INVESTMENT GROUP, INC

CHARLES SCHWAB & CO., INC.

LANDMARK INVESTMENT GROUP, INC

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2003

Series 63

Date: 4/29/2002

Series 7

Date: 10/24/2000

Series 24

Date: 3/12/2003

Current Firm

SUMMIT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors