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Jason Robert Bak

Nesteggs, Inc.

Treasure Island, FL

Jacksonville, FL

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Current Employers
Nesteggs, Inc.

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-20
  • FL RA
    APPROVED
    Since 2021-01-20

Branch Locations

Treasure Island, FL • United States

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newport Group St. Petersburg FL 11/2013 03/2017
Bluestar Retirement Services, Inc. Ponte Vedra Beach FL 03/2017 06/2020
Nesteggs Retirement Plan Services, Inc. Jacksonville FL 06/2020 Present
  • 11/2013 → 03/2017
    Newport Group
    St. Petersburg, FL
  • 03/2017 → 06/2020
    Bluestar Retirement Services, Inc.
    Ponte Vedra Beach, FL
  • 06/2020 → Present
    Nesteggs Retirement Plan Services, Inc.
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-03
  • S65 Uniform Investment Adviser Law Examination
    2020-12-03
Other Names
  • Jay Bak
  • Jason Bak

View on SEC IAPD

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