Jason Nunnery is a CFA-designated registered investment advisor, based in Stuart, FL, with 9 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1000 SE Monterey Commons Blvd, Suite 101, Stuart, FL, 34996
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2026 - Present · 5 mos
Hbks Wealth Advisors
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
M&t Securities, INC.Broker
September 2018 - June 2021 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
August 2015 - July 2018 · 2 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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