Jay C Weislogel

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 12/2021
  Fidelity Brokerage Services, Llc
  Covington, KY
• 02/2014 → 06/2019
  Koi Tax Service
  Roseville, CA
• 05/2012 → 06/2019
  Koi Wealth Management
  Roseville, CA
• 05/2012 → 06/2019
  Total Air Balance Co., Inc. (Tabco)
  Rocklin, CA
• 12/2021 → 03/2026
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 03/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2022-01-26 → 2026-03-10
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 2021-01-28 → 2021-12-14
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

(1) TOTAL AIR BALANCE CO., NOT INVT RELATED, ROCKLIN, CA, ADMINISTRATIVE ASSISTANT, START DATE 12/17/2021, 40 HRS PER MONTH, 0 HRS DURING TRADING, DATA ENTRY CLERK. (2) COMMERCIAL RENTAL PROPERTY; INV RELATED; FAIRFIELD, OH; 100% OWNERSHIP; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; REAL ESTATE RENTAL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-13
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Designations

• Certified Financial Planner

Other Names

• Jay Charles Weislogel
• Jay Weislogel
• Jay Charles Edward Weislogel