Jason John gilbert Nunnery
Investment adviser representative at Hbks Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Pursh Kaplan Sterling InvestmentsMay 2026 to now
- Hbks Wealth AdvisorsDec 2022 to now
- M&t Securities, Inc.Aug 2018 to Dec 2022
- Wilmington Trust, N.A.Aug 2018 to Dec 2022
- JP Morgan Chase Bank NAJul 2015 to Jul 2018
- JP Morgan Securities LLCJul 2015 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
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
- 6527723
- Firm CRD
- 112139