Broker Check
David Weinerman

David Weinerman

Chief Investment Officer


David has provided wealth management and financial advisory services to high-net-worth families for more than 30 years. As Chief Investment Officer of The Jaskol Group, he leads the development and management of personalized investment strategies focused on helping clients achieve their financial objectives.

Having managed a book of over a billion dollars in assets for many years, he has the experience, knowledge, network, and grit that is invaluable to our high-net-worth clientele.

David has been recognized in the Financial Times Top 400 US Advisors list, Barron’s America’s Top 1,200 Advisors and America’s Top Wealth Advisors in Forbes Magazine*. He has a transparent process to help his clients achieve their financial goals, including investment management, and tax mitigation, coordinated with our estate planning, charitable giving, life insurance, lending, and retirement planning strategies. He holds Series 65, 3, and 7 licenses.

David earned a BS in Economics from Florida State University and stays active in his local community. He also participates in charitable foundations and internship programs for college students.



*Ranking Info

2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2009 – 2021 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009 – 2021). Data compiled by Barron’s based on 12-month period concluding in September of the year prior to the issuance of the award.

2016 – 2020 Financial Times Top 400 US Advisors List
Source: ft.com. Data compiled by the Ignites Research based the following time periods:
– Awarded 2018-2020 data based on 12-month period concluding in June of the year prior to the issuance of the award.
– Awarded 2016-2017 data based on 12-month period concluding in September of the year prior to the issuance of the award.

Neither Summit Financial nor its Advisors paid a fee in exchange for these rankings. Some of these rankings were obtained while the advisor was associated with a previous firm. Rankings may not be representative of any one client’s experience nor indicative of the advisor’s current or future performance.