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Jason Frank Nardis

Investment adviser representative at Old Bridge Wealth, Inc
13 yearsExperience
2 statesRegistered in
$150.6MFirm assets
2 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Old Bridge Wealth, Inc.Jul 2024 to now
  2. Stronzi BagelsMay 2023 to now
  3. Soul BreweryJan 2018 to now
  4. Old Bridge Capital Advisors LLCMar 2013 to now
  5. Venezia FcJan 2017 to Jun 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Old Bridge Wealth, Inc

$150.6MAssets managed
296Clients
3Advisers
2 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
7949165
Firm CRD
332180
Advisor's SEC record (opens in a new tab)
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