Five Star award winner Jeffrey M. Jaskol, MSFS

Keep * Sell * Grow

Navigating the complexities of succession planning for closely held and family businesses is a task that requires expertise and a deep understanding of business dynamics and relationships. With a commitment to preserving legacies and ensuring successful transitions, we are here to change the narrative for businesses attempting to transition into the next generation.

Keep
Experience in the intricate dynamics between owners, families and businesses allows us to provide guidance that ensures effective succession plans. This commitment to your journey extends beyond advisory services, aiming to secure your legacy and multi-generational success.

Sell
Sometimes, transitioning to an external party evolves as the most desirable option. In such instances, guidance is provided before, during, and after to guide the influx of capital towards your desired results.

Grow
Growth is essential for every business. By evaluating corporate and ownership structures, developing key personnel, and articulating your vision for the future, we help position your business for success. Strategies are designed to meet current objectives, with constant reassessment to validate long-term effectiveness.

You Have The Destination Picked Out, Let Us Help Solve The Puzzle

Your future is too important to be rushed. Once it is decided that your needs are a good fit for our firm, the comprehensive work begins. We conduct a broad review of your financial documents. We want to know you and your plan inside and out. Our financial strategists understand how your personal and business financial needs intertwine and how they need to be positioned.

After completing our due diligence, we meet with you to discuss the results. Now that we have an accurate picture of where you are, we can effectively guide you on the way to your goals.

You Have Worked Too Hard Too Be Treated Like A Number

Our clients expect a high level of service. You are our most valuable asset. We are not successful until you are on the road to the future, with the comfort and peace of mind that only comes from knowing you have received a custom plan specifically designed for you.

We Believe You Will Be Better Off Tomorrow For Working With Us Today

To learn more, please visit www.askjaskol.com.

Back to Home Page

This award was issued on 07/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3716 Houston-area wealth managers were considered for the award; 190 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,571, 195, 5%, 7/1/25, 10/30/24 - 5/1/25; 2024: 3,270, 208, 6%, 7/1/24, 10/10/23 - 4/30/24; 2023: 3,347, 179, 5%, 7/1/23, 10/10/22 - 5/5/23; 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.

Click to access BrokerCheck

Investment advisory and business planning services offered by Investment Advisory Representatives throughout the United States through Summit Financial LLC, a SEC-Registered Investment Advisor. Dulworth Jaskol Advisors is a DBA of Summit Financial, LLC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.