Jason Nunnery, CFA

Jason Nunnery is a Financial Advisor in our Stuart, Florida office. As a Financial Advisor, Jason leverages his investment expertise to customize financial plans for successful individuals and families.

Prior to joining HBKS in December 2022, Jason worked for Wilmington Trust as a Wealth Client Portfolio Manager, overseeing the investment portfolios for a handful of clients. Earlier in his career, Jason worked at J.P. Morgan Private Bank on Palm Beach Island as an investment analyst for the Ultra-High-Net-Worth relationship team.

Jason graduated magna cum laude with a Bachelor of Science in Business Administration, Finance from the University of Florida. Jason is a Chartered Financial Analyst (CFA) and a member of the CFA Society South Florida.