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Jason Thomas Kunkel

Agate Pass Investment, LLC

Bainbridge Island, WA

CRD 4982034

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Employer firm

Agate Pass Investment, LLC CRD 155049

$336M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BAINBRIDGE ISLAND, WA
BRACKENWOOD CAPITAL MANAGEMENT, LLC · BAINBRIDGE ISLAND, WA
RBC CAPITAL MARKETS, LLC · BAINBRIDGE ISLAND, WA

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