Jason Nunnery, CFA

Jason Nunnery is a Financial Advisor in Stuart, Florida, where he partners with successful families, business owners, and nonprofits to develop comprehensive, goals-based financial plans that integrate investment strategy, risk management, tax planning, and estate coordination. Jason’s perspective is shaped by more than a decade of experience in private wealth management and grounded in institutional discipline around investment risk and portfolio construction.

Prior to joining HBKS in 2022, he served as a portfolio manager at Wilmington Trust, overseeing customized investment strategies in collaboration with trust officers, tax advisors, and estate attorneys. He began his career with J.P. Morgan Private Bank as an investment analyst, supporting an ultra-high-net-worth advisory team focused on multi-asset portfolio construction and complex trust and estate structures.

Jason earned his Bachelor of Science in Business Administration, Finance from the University of Florida, graduating magna cum laude. He holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society South Florida.

A fourth generation Floridian, Jason is deeply committed to his community. He serves on the Investment Committee of the Treasure Coast Hospice organization, helping oversee the organization’s capital allocation strategy in support of its mission.

Outside the office, Jason enjoys being outdoors with his wife and two children and playing tennis and pickleball.