Jason Robert Bak
Investment adviser representative at Nesteggs, Inc.
13 yearsExperience
1 stateRegistered in
$911.3MFirm assets
21 yearsFirm in business
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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
13 years in the industry.
- Nesteggs, Inc.Jan 2021 to now
- Nesteggs Retirement Plan Services, Inc.Jun 2020 to now
- Bluestar Retirement Services, Inc.Mar 2017 to Jun 2020
- Newport GroupNov 2013 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Nesteggs, Inc.
Legal name: Nesteggs Retirement Plan Services, Inc.
$911.3MAssets managed
616Clients
11Advisers
21 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
- 7295238
- Firm CRD
- 133507