Jason R Rundorff
Investment adviser representative at Hbks Wealth Advisors
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Hbks Wealth AdvisorsJan 2025 to now
- Naples Global AdvisorsDec 2018 to Jan 2025
- Hbk Sorce Insurance LLCJan 2009 to Nov 2018
- Purshe Kaplan Sterling InvestmentsJan 2009 to Nov 2018
- Hbk Sorce Advisory LLCJun 2007 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5276530
- Firm CRD
- 112139