Jason R. Rundorff
Gestionnaire de Portefeuille-Actions chez Naples Global Advisors LLC
Profil
Mr. Jason R.
Rundorff is a Client Advisor at Naples Global Advisors LLC.
He started his career in the financial services industry with AmSouth Bank in 2005 after he was accepted into their management training program.
He subsequently worked as an assistant branch manager helping clients with a variety of lending, depository and insurance related services.
In 2007, He joined HBKS Wealth Advisors, where he spent the next 12 years as a financial advisor.
In that role, he was responsible for working with high net worth individuals and families to assist with their financial planning and investment management needs including: asset allocation analysis, retirement cash flow analysis, estate planning, and tax planning.
In 2011, He obtained his Certified Financial Planner certification by completing an in-depth two-year program of study in financial planning, regulations, insurance, investments, tax, psychology, retirement plans, and estate planning.
Postes actifs de Jason R. Rundorff
| Sociétés | Poste | Début |
|---|---|---|
Naples Global Advisors LLC
 Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/12/2018 |
Anciens postes connus de Jason R. Rundorff
| Sociétés | Poste | Fin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/11/2018 |
Formation de Jason R. Rundorff
| The College of Wooster | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
Naples Global Advisors LLC
Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations. | Finance |
