Jason Rundorff, financial advisor Naples FL
93 score

Jason Rundorff

CRD Number: 5276530
Current Firm: Hbks Wealth Advisors

Jason Rundorff (CRD# 5276530) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2009 - Current 9
Hbk Sorce Advisory LLC Naples, FL Jun 2007 - Current 10
Hbk Sorce Insurance LLC Naples, FL Mar 2007 - Current 11
Securities America, Inc. Naples, FL Mar 2007 - Dec 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Jason R. Rundorff
Phone Number: 814-836-5776
Registered State(s):
  • FL
  • TX
  • NH
By the Numbers
  • Total Assets Under Management
    2,602
    MILLIONS
  • Total Number of Accounts
    9,450
    ACCOUNTS
  • Average Account Value
    $275,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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