Jason John Gilbert Nunnery

Employer firm

Hbks Wealth Advisors CRD 112139

$7.66B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 07/2018
  Jp Morgan Securities Llc
  Palm Beach, FL
• 07/2015 → 07/2018
  Jp Morgan Chase Bank Na
  Palm Beach, FL
• 08/2018 → 12/2022
  Wilmington Trust, N.A.
  North Palm Beach, FL
• 08/2018 → 12/2022
  M&T Securities, Inc.
  North Palm Beach, FL
• 12/2022 → Present
  Hbks Wealth Advisors
  Stuart, FL
• 05/2026 → Present
  Pursh Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) HBKS Wealth Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 12/2022 160 hrs/month; all during trading hours. Provide advice to clients. 2) Treasure Coast Hospice Foundation. Investment related. 1201 SE Indian Street, Stuart, FL 34997. Nonprofit. Investment Committee Member. 10/2024. 2 hrs/ month. 2 hrs/ month during securities trading hours. Advise on investment allocation strategy, review manager performance, and provide guidance on capital allocation decisions

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-24

Designations

• Chartered Financial Analyst

Other Names

• Jason Nunnery
• Jason John Nunnery
• Jason John Gilbert Nunnery