Jason Bak, financial advisor Treasure Island FL

Jason Bak

CRD Number: 7295238
Current Firm: Nesteggs, Inc.

Jason Bak (CRD# 7295238) is an Investment Advisor Representative working at Nesteggs, Inc. in Treasure Island, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Nesteggs Retirement Plan Services, Inc. Jacksonville, FL Jun 2020 - Current 3
Bluestar Retirement Services, Inc. Ponte Vedra Beach, FL Mar 2017 - Jun 2020 3
Newport Group St. Petersburg, FL Nov 2013 - Mar 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2020
Contact Info for Jason R. Bak
Phone Number: 904-348-3131
Registered State(s):
  • FL
  • NH
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $849,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, GA, MA, NH, OH, TX

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