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Chad A Bunnell

IMG WEALTH MANAGEMENT
JACKSONVILLE, FL
·CRD# 5557329·18 years experience

Professional Summary

Chad A Bunnell, who also goes by Chad Andrew Bunnell, Chad Bunnell, is a registered financial advisor currently at IMG WEALTH MANAGEMENT, INC. located in Jacksonville, Florida and MADISON AVENUE SECURITIES, LLC located in Jacksonville, Florida. Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Chad has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chad Andrew Bunnell, Chad Bunnell

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

IMG WEALTH MANAGEMENT, INC.·CRD# 285966
RIA
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216
October 17, 2022 - Present
MADISON AVENUE SECURITIES, LLC·CRD# 23224
RIA
BD
8771 Perimeter Park Court Suite 103, Jacksonville, FL 32216
October 3, 2022 - Present
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Jacksonville, FL
October 3, 2019 - October 7, 2022
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Jacksonville, FL
December 3, 2018 - October 7, 2022
LPL FINANCIAL LLC·CRD# 6413
BD
Jacksonville, FL
June 16, 2017 - December 7, 2018
USA FINANCIAL SECURITIES LLC·CRD# 103857
BD
Jacksonville, FL
June 6, 2016 - June 16, 2017
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Jacksonville, FL
October 27, 2015 - June 16, 2016
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
Jacksonville, FL
September 30, 2014 - October 19, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Jacksonville, FL
April 1, 2014 - October 6, 2014
NYLIFE SECURITIES LLC·CRD# 5167
BD
Jacksonville, FL
September 10, 2009 - April 4, 2014
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Jacksonville, FL
September 24, 2008 - April 3, 2009

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Current Firm

IW
IMG WEALTH MANAGEMENT, INC.

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719
RIA
Registered Investment Advisory firm - SEC (3/21/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (3/26/2024 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (4/3/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (3/28/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/26/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

Phone Number

(904) 731-9955

# of Employees

7

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A & 2B SEC (2/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,355

AUM (Assets Under Management)

$209,685,185

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)NAME: MADISON AVENUE SECURITIES; INV RELATED:YES; ADDRESS: 13500 EVENING CREEK DR. N SUITE 555 SAN DIEGO, CA 92128; POSITION: REGISTERED REP; START DATE:09/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:FINANCIAL SERVICES 2) NAME:IMG WEALTH MANAGEMENT; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:SECURITIES; POSITION:INVESTMENT ADVISOR REPRESENTATIVE; START DATE:09/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160 3) NAME: REVOCABLE LIVING TRUST FOR RACHAEL BUNNELL; INV RELATED:NO; NATURE: TRUSTEE; START DATE: 8/2010 4) SOLE PROPRIETOR; INV-RE; INSURANCE AGEIN JACKSONVILLE, FL; START 12/2018. 5) NAME: ST. JOHNS STINGRAYS SWIMTEAM; INVESTMENT RELATED: NO; POSITION & DUTIES: ASSIST WITH MAKING DECISIONS FOR TEAM AND HELP WITH SET UP AND BREAK DOWN FOR SWIM MEETS; HOURS PER WEEK: 2-3 HOURS; START DATE: 3/1/2024 6) NAME: KLB FINANCIAL GROUP, LLC; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: SOME OF MY FIXED BUSINESS REVENUE IS PAID TO THIS LLC; POSITION: SOLE OWNER; START DATE: 12/2022; HOURS PER WEEK: 30 HOURS 7) NAME: INVESTMENT MANAGEMENT GROUP, LLC; INVESTMENT RELATED: YES; NATURE OF THE BUSINESS: DBA FOR ADVERTISING; POSITION: FINANCIAL ADVISOR; START DATE: 10/2018

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IMG WEALTH MANAGEMENT, INC.

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719
RIA
Registered Investment Advisory firm - SEC (3/21/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (3/26/2024 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (4/3/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (3/28/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/26/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(10/4/2022)
IAR
Florida
(11/2/2022)
RR
Georgia
(5/22/2023)
RR
New York
(2/25/2025)
RR
South Carolina
(2/7/2023)
RR
Texas
(10/3/2022)
IAR
Texas
(10/17/2022)
RR
West Virginia
(8/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2019About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2008About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Chad A Bunnell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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