Adviser and broker representative · Hbks Wealth Advisors
Jason J. Nunnery
CRD 6527723 · Stuart, FL
At a glance
Jason J. Nunnery is an investment adviser representative with Hbks Wealth Advisors in Stuart, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2023, about 3 years ago. Jason is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Hbks Wealth AdvisorsSince February 2023Stuart, FL · $7.7B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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