Unclaimed Profile

Jason Frank Nardis

OLD BRIDGE WEALTH, INC·SYOSSET, New York

Clean recordOLD BRIDGE WEALTH, INC

333 JACKSON AVENUE, SYOSSET, NY 11791CRD# 7949165Firm CRD# 332180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Frank Nardis · SYOSSET, NY

Registration

CRD #7949165 · OLD BRIDGE WEALTH, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

OLD BRIDGE WEALTH, INC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at OLD BRIDGE WEALTH, INC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7949165

Firm CRD# 332180

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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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