Chad A. Bunnell

IMG WEALTH MANAGEMENT

Jacksonville, FL 32216

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CRD#: 5557329

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 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Andrew Bunnell | Chad Bunnell

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2022 - Present

IMG WEALTH MANAGEMENT, INC.

Office #1: 8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

RIA

CRD#: 285966

Jacksonville, FL

Current

October 3, 2022 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 8771 Perimeter Park Court Suite 103, Jacksonville, FL 32216

RIA

CRD#: 23224

Jacksonville, FL

Past

October 3, 2019 - October 7, 2022

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Jacksonville, FL

Past

December 3, 2018 - October 7, 2022

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Jacksonville, FL

Past

June 16, 2017 - December 7, 2018

LPL FINANCIAL LLC

CRD#: 6413

JACKSONVILLE, FL

Past

June 6, 2016 - June 16, 2017

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Jacksonville, FL

Past

October 27, 2015 - June 16, 2016

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

JACKSONVILLE, FL

Past

September 30, 2014 - October 19, 2015

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

Jacksonville, FL

Past

April 1, 2014 - October 6, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

Jacksonville, FL

Past

September 10, 2009 - April 4, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

JACKSONVILLE, FL

Past

September 24, 2008 - April 3, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

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".

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/4/2022)

IAR

Florida
(11/2/2022)

Georgia
(5/22/2023)

New York
(2/25/2025)

South Carolina
(2/7/2023)

Texas
(10/3/2022)

IAR

Texas
(10/17/2022)

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

State Security Law Exam

IAR

Series 65

Date: 10/2/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/23/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2024 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(904) 731-9955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 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

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Chad A. Bunnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

LPL FINANCIAL LLC

USA FINANCIAL SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

FIRST ALLIED SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

NYLIFE SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

IMG WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2019

Series 63

Date: 10/1/2008

SIE

Date: 10/1/2018

Series 6

Date: 9/23/2008

FINRA

Current Firm

IMG WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMG WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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