Jason F. Nardis

OLD BRIDGE WEALTH,

SYOSSET, NY 11791

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CRD#: 7949165

Professional summary

Jason Frank Nardis, who also goes by Jason Nardis, is a registered financial advisor currently at OLD BRIDGE WEALTH, INC located in Syosset, New York.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jason has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Nardis

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.

Old Bridge Capital Advisors Owner focus on accounting, reporting and alternative investments for SFO and MFOs. Oldbridge Wealth Inc. - Partner focusing on administrative work

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Frank Nardis'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 14, 2024 - Present

OLD BRIDGE WEALTH, INC

Office #1: 333 Jackson Ave, Syosset, NY 11791

RIA

CRD#: 332180

SYOSSET, NY

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".

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR

New York
(10/14/2024)

IAR

Texas
(2/28/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2024

Uniform Investment Adviser Law Examination

Current Firm

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 Approved)

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Contact information

Main Address

333 Jackson Avenue Suite #5, Syosset, NY 11791

Mailing Address

Phone number

(347) 723-8943

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OLD BRIDGE WEALTH, INC (9/23/2025)

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 143,650,051

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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Firm Stability Insights

Jason F. Nardis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Frank Nardis's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLD BRIDGE WEALTH, INC

Primary Firm SEC Registration

OLD BRIDGE WEALTH, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2024

Current Firm

OLD BRIDGE WEALTH, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD BRIDGE WEALTH, INC

TRUST BUT VERIFY

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