DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

JEFFREY MARK JASKOL

Advisor at SUMMIT FINANCIAL, LLC

HOUSTON, TX | TURNERSVILLE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6881a9c3-9e0e-d986-fa2e-99584fc01941

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 3, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT FINANCIAL, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 25, 1983
First registration: May 3, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1099152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Jan 25, 2024	n/a	yes	HOUSTON, TX\|HOUSTON, TX\|TURNERSVILLE, NJ	Current employment
THE BENCHMARK GROUP RIA SERVICES, LLC	State registered	May 24, 2011	May 14, 2013	no	CHERRY HILL, NJ	Previous registration
WORLD ADVISORY SERVICES	Former SEC adviser	Apr 29, 2010	Dec 31, 2023	no	TURNERSVILLE, NJ	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Sep 30, 2004	May 11, 2010	no	VOORHEES, NJ\|CHERRY HILL, NJ	Previous registration
THE ADVISORS GROUP, INC.	n/a	May 3, 2002	Sep 30, 2004	no	CHERRY HILL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WORLD ADVISORY SERVICES	THE BENCHMARK GROUP RIA SERVICES, LLC	Dec 31, 2023	May 24, 2011	-4,604	Firm change after gap	Ibd to state RIA
THE BENCHMARK GROUP RIA SERVICES, LLC	SUMMIT FINANCIAL, LLC	May 14, 2013	Jan 25, 2024	3,908	Firm change after gap	Other
AMERITAS ADVISORY SERVICES	WORLD ADVISORY SERVICES	May 11, 2010	Apr 29, 2010	-12	Firm change	Other
THE ADVISORS GROUP, INC.	AMERITAS ADVISORY SERVICES	Sep 30, 2004	Sep 30, 2004	0	Firm change	Other

Relationships

Registered with (5)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ WORLD ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 29, 2010 to Dec 31, 2023factForm ADV
→ THE BENCHMARK GROUP RIA SERVICES, LLCRegistered adviserregistration: previous registration
May 24, 2011 to May 14, 2013factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 30, 2004 to May 11, 2010factForm ADV
→ THE ADVISORS GROUP, INC.Registered adviserregistration: previous registration
May 3, 2002 to Sep 30, 2004factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Jeffrey Mark Jaskol left World Advisory Services for The Benchmark Group Ria Services, Llc (registered 2011-05-24)
Form ADVobserved 5 days ago