Chad Bunnell has been an investment adviser representative at IMG Wealth Management since October 2022, and is not listed among the firm’s executive officers or direct owners.
Img Wealth Management, Inc. is a Jacksonville, FL firm with $210M under management, 710 clients and 7 advisers in one office, as of its February 2026 filing.
Chad Bunnell is an Investment Advisor Representative of IMG Wealth Management. Chad specializes in comprehensive wealth management and retirement income strategies and also provides life insurance options. He has over 17 years of experience.
Chad Bunnell’s longest registration is the current one, 4 years at IMG Wealth Management since 2022. Before joining IMG Wealth Management in 2022, Chad Bunnell was registered through Principal Securities, Inc.
- Img Wealth Management, Inc.Current– present · 4 yearsJacksonville, FL · Adviser representative · Firm CRD 285966
- Principal Securities, Inc.– · 3 yearsJacksonville, FL · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Chad Bunnell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2022; the most recent is Florida, in November 2022.
- FloridaSince 2 November 2022
- TexasResidentSince 17 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 September 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad A Bunnell
- CRD
- 5557329
- Firm
- IMG Wealth Management · CRD 285966
- Office
- 8771 PERIMETER PARK CT., SUITE 102, Jacksonville, FL 32216
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imgwealthmanagement.com
Where does Chad Bunnell work?
Chad Bunnell is an investment adviser representative registered through Img Wealth Management, Inc. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chad Bunnell a financial advisor?
Yes. Chad Bunnell has a current investment-adviser registration in Florida and Texas, through IMG Wealth Management since October 2022.
How many years of experience does Chad Bunnell have?
Chad Bunnell has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Chad Bunnell passed?
Chad Bunnell has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2008. FINRA credited Chad Bunnell with the SIE, which began in October 2018.
Where did Chad Bunnell work before IMG Wealth Management?
Before IMG Wealth Management, Chad Bunnell was registered through Principal Securities, Inc., October 2019 to October 2022.
Where is Chad Bunnell based?
Chad Bunnell’s registered office is in Jacksonville, FL.
Is Chad Bunnell registered with FINRA?
Yes. Chad Bunnell has a current broker registration, under CRD 5557329.
Source: FINRA BrokerCheck
How can I verify Chad Bunnell’s record?
Search CRD 5557329 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chad Bunnell’s full registration record.