Jason Print has been Manager, Co- President & CEO of Summit Wealth Partners since April 2017, is a control person of the firm and directly owns under 5% of it. Jason Print holds an Economics degree from the University of Dayton.
Summit Wealth Partners, LLC is an Orlando, FL firm with $676M under management, 783 clients and 12 advisers across 7 offices, as of its March 2026 filing.
Jason Print is Co-President and Chief Executive Officer of Summit Wealth Partners, LLC, a role he has held since 2017. Before becoming Co-CEO, he was a Senior Wealth Advisor and minority shareholder in charge of the Naples, Florida office, which he relocated from Chicago in 2007 to establish. Together with Chad Warrick, he establishes the firm's corporate strategy and works with a select group of clients.
Jason Print’s longest registration is the current one, 10 years at Summit Wealth Partners since 2016. Before joining Summit Wealth Partners in 2016, Jason Print was registered through Summit Wealth Partners, LLC and Summit Wealth Management,inc.
- Summit Wealth Partners, LLCCurrent– present · 10 yearsNaples, FL · Adviser representative · Firm CRD 283648
- Summit Wealth Partners, LLC– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 134620
- Summit Wealth Management,inc– · under a yearSchaumburg, IL · Adviser representative · Firm CRD 104820
- Summit Wealth Management, Inc– · 6 yearsOrlando, FL · Adviser representative · Firm CRD 105714
Investment adviser representative registrations
Jason Print is registered as an investment adviser representative in 17 states. The first approvals date from June 2016; the most recent is Arizona, in July 2024.
- ArizonaSince 2 July 2024
- CaliforniaSince 30 June 2016
- ColoradoSince 26 March 2024
- FloridaSince 6 July 2016
- GeorgiaSince 26 August 2016
- IllinoisSince 26 March 2024
- LouisianaSince 7 May 2024
- MissouriSince 26 March 2024
- New MexicoSince 28 March 2024
- North CarolinaSince 30 June 2016
- OhioSince 30 June 2016
- PennsylvaniaSince 26 March 2024
- South CarolinaSince 30 June 2016
- TexasSince 26 March 2024
- VirginiaSince 26 March 2024
- WashingtonSince 26 March 2024
- WisconsinSince 26 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2003 |
| Series 24 | General Securities Principal Examination | 12 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 2002 |
| Series 7 | General Securities Representative Examination | 24 October 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Patrick Print
- CRD
- 4262936
- Firm
- Summit Wealth Partners · CRD 283648
- Role
- Manager, Co- President & CEO
- Office
- 999 Vanderbilt Beach Road, SUITE 609, Naples, FL 34108
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mysummitwealth.com
Where does Jason Print work?
Jason Print has been Manager, Co- President & CEO of Summit Wealth Partners, LLC since April 2017, and is a control person of the firm.
Is Jason Print a financial advisor?
Yes. Jason Print has a current investment-adviser registration in Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, Missouri, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin, through Summit Wealth Partners since June 2016.
How many years of experience does Jason Print have?
Jason Print has 20 years in the financial industry, since August 2006, across 4 adviser firms.
What exams has Jason Print passed?
Jason Print has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 2000.
Where did Jason Print work before Summit Wealth Partners?
Before Summit Wealth Partners, Jason Print was registered through Summit Wealth Management,inc, October 2006 to December 2006; Summit Wealth Management, Inc, August 2006 to October 2012.
Where is Jason Print based?
Jason Print’s registered office is in Naples, FL.
Is Jason Print registered with FINRA?
No. Jason Print has no current broker registration.
How can I verify Jason Print’s record?
Search CRD 4262936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Print’s full registration record.
