Jason
Kunkel
Agate Pass Investment, LLC
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About this Advisor
Jason Kunkel is a financial advisor operating in Bainbridge Island, Washington who has 2 years of relevant experience. Kunkel currently works for Agate Pass Investment, LLC. Over the course of their career, Kunkel has held roles at Mcadams Wright Ragen, Robert W. Baird & Co. Inc, Agate Pass Investment, LLC and Mba Student. Kunkel maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Washington. Agate Pass Investment, LLC is a business that has its headquarters in Bainbridge Island, WA. It has $201 million in assets under management across its 284 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 284 customer accounts, 58% are held by high-net-worth investors who have more than $1 million in assets. Agate Pass Investment, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on the services. Fees charged by Agate Pass Investment, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Agate Pass Investment, LLC Brokerage Details
$201,396,839
5
284
$709,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Kunkel Work History
Jason has been registered as a financial advisor for 2 years.*
Agate Pass Investment, LLC
Mba Student
Robert W. Baird & Co. Inc
Mcadams Wright Ragen
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Kunkel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Agate Pass Investment, LLC
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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