Best Investors Account Sign in
Inactive

Jason Thomas Kunkel

Agate Pass Investment, LLC

Bainbridge Island, WA

Claim This Profile
Current Employers
Agate Pass Investment, Llc

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-08-03
  • WA RA
    APPROVED
    Since 2021-08-03

Branch Locations

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • 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
Robert W. Baird & Co. Incorporated Seattle WA 11/2014 01/2020
Agate Pass Investment, Llc Bainbridge Island WA 12/2020 Present
Mba Student Seattle WA 02/2020 12/2020
  • 11/2014 → 01/2020
    Robert W. Baird & Co. Incorporated
    Seattle, WA
  • 12/2020 → Present
    Agate Pass Investment, Llc
    Bainbridge Island, WA
  • 02/2020 → 12/2020
    Mba Student
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-03
S63 Uniform Securities Agent State Law Examination 2013-05-31
  • S65 Uniform Investment Adviser Law Examination
    2021-08-03
  • S63 Uniform Securities Agent State Law Examination
    2013-05-31

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BRACKENWOOD CAPITAL MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
J.P. MORGAN SECURITIES LLC
HIDDEN COVE WEALTH MANAGEMENT
MORGAN STANLEY
NEW ALCHEMY CAPITAL INVESTMENT MANAGER LLC
DANA INVESTMENT ADVISORS INC

Other Investors

TERRY B FUERST
JONATHAN SCOTT MINNER
DAVID KOPIJ
MYKAEL CONNOR GLASS
Jason M Trichler
DAVID HOLT
ROBERT READING BLACK
Tyler W Mooney

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BAINBRIDGE ISLAND, WA
BRACKENWOOD CAPITAL MANAGEMENT, LLC · BAINBRIDGE ISLAND, WA
RBC CAPITAL MARKETS, LLC · BAINBRIDGE ISLAND, WA
J.P. MORGAN SECURITIES LLC · BAINBRIDGE ISLAND, WA
HIDDEN COVE WEALTH MANAGEMENT · BAINBRIDGE ISLAND, WA
MORGAN STANLEY · BAINBRIDGE ISLAND, WA
MORGAN STANLEY · Bainbridge Island, WA
NEW ALCHEMY CAPITAL INVESTMENT MANAGER LLC · BAINBRIDGE ISLAND, WA

More in Bainbridge Island, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor