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Jason Frank Nardis

OLD BRIDGE WEALTH, INC·SYOSSET, New York
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333 JACKSON AVENUE, SYOSSET, NY 11791CRD# 7949165Firm CRD# 332180
01

About

Jason Frank Nardis is a registered financial advisor based in SYOSSET, New York, affiliated with OLD BRIDGE WEALTH, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
OLD BRIDGE WEALTH, INC
OLD BRIDGE WEALTH, INC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OLD BRIDGE WEALTH, INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7949165
Firm CRD# 332180
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Frank Nardis offer?
Jason Frank Nardis specializes in Investment Management, Fee-Only Advisory. Contact their office in SYOSSET, New York for a consultation.
What are Jason Frank Nardis's credentials?
Jason Frank Nardis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Frank Nardis located?
Jason Frank Nardis is based in SYOSSET, New York, working with OLD BRIDGE WEALTH, INC. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.
How does Jason Frank Nardis charge for services?
Jason Frank Nardis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD BRIDGE WEALTH, INC?
OLD BRIDGE WEALTH, INC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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