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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-03
NJ RA APPROVED 2024-01-25
  • TX RA
    APPROVED
    Since 2025-07-03
  • NJ RA
    APPROVED
    Since 2024-01-25

Branch Locations

7026 Old Katy Rd Suite 201, Houston, TX 77024 • United States

Po Box 6811, Houston, TX 77265-6811 • United States

900 Route 168, Suite A7, Turnersville, NJ 08406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jaskol Asset Advisors Llc Dba The Jaskol Group Cherry Hill NJ 02/2001 01/2024
Acacia Life Insurance Bethesda MD 06/2006 01/2024
Ameritas Life Insurance Lincoln NE 06/2006 01/2024
Union Central Life Insurance Cincinnati OH 02/2001 01/2024
Tfs Securities, Inc. Lincroft NJ 04/2010 01/2024
Summit Financial, Llc Parsippany NJ 01/2024 Present
Private Client Services Turnersville NJ 01/2024 Present
  • 02/2001 → 01/2024
    Jaskol Asset Advisors Llc Dba The Jaskol Group
    Cherry Hill, NJ
  • 06/2006 → 01/2024
    Acacia Life Insurance
    Bethesda, MD
  • 06/2006 → 01/2024
    Ameritas Life Insurance
    Lincoln, NE
  • 02/2001 → 01/2024
    Union Central Life Insurance
    Cincinnati, OH
  • 04/2010 → 01/2024
    Tfs Securities, Inc.
    Lincroft, NJ
  • 01/2024 → Present
    Parsippany, NJ
  • 01/2024 → Present
    Private Client Services
    Turnersville, NJ
Previous Registrations
  • 2010-04-29 → 2023-12-31
    World Investments, Llc
    Turnersville, NJ
  • 2011-05-24 → 2013-05-14
    Cherry Hill, NJ
  • 2004-09-30 → 2010-05-11
    Ameritas Investment Company, Llc
    Voorhees, NJ
    Cherry Hill, NJ
  • 2002-05-03 → 2004-09-30
    The Advisors Group, Inc.
    Cherry Hill, NJ
Other Businesses

1) INVESTMENT ADVISORY REPRESENTATIVE SUMMIT FINANCIAL, LLC - 1-1-2024 - investment related, 4 Campus Drive, Parsippany, NJ 07054, investment advisory services, financial planning, and fee for service planning. 2) LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS - Such as Life, Annuity, Health, Long Term Care, also property/casualty, individual agent since 1977. 3) THE JASKOL GROUP 900 ROUTE 168, SUITE A7, Turnersville, NJ 08012, owner fixed insurance business and DBA for our investment & planning practice 9-1-2002. 4) JASKOL ASSET ADVISORS, LLC - 9/1/2002 900 Route 168, Suite A7, Turnersville, NJ 08012, owner/managing member, mergers & acquisitions consulting and referrals, service company. 5) LICENSED LIFE SETTLEMENT BROKER - 3/21/2007, 900 Route 168, Suite A7, Turnersville, NJ 08012, act as broker for life insurance policy settlements. 6) LEGASEA LLC, LEGASEA V LLC, LEGASEA VI LLC, LEGASEA VI 2 LLC, 900 Route 168, Suite A7, Turnersville, NJ 08012, all are corporate/investment real estate, owner/partner, 2-4 hrs monthly, none during trading hrs. 7) ALBERT V. JASKOL MEMORIAL CELEBRATION 104 S. Nashville Ave, Ventnor NJ 08406, position - founder, start - 1977, this is a charity event that I run annually in memory of my father, no compensation. 8) AMERICAN CANCER SOCIETY, position - past president Tri-County board, current member of ACS Greater Philadelphia Leadership Council and several committees, no compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-14
S63 Uniform Securities Agent State Law Examination 1983-03-25
  • S65 Uniform Investment Adviser Law Examination
    1999-05-14
  • S63 Uniform Securities Agent State Law Examination
    1983-03-25

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