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Jason Nardis

Managing Partner, VP at Old Bridge Wealth in Syosset, NY

Investment adviser registrationUpdated

Jason Nardis is Managing Partner, VP of Old Bridge Wealth, Inc, an investment adviser managing $151M, and works from its Syosset, NY office. Jason Nardis has been registered as an investment adviser representative through Old Bridge Wealth since 14 October 2024, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jason Nardis has been Managing Partner, VP of Old Bridge Wealth since July 2017, is a control person of the firm and directly owns between 50% and 75% of it.

Old Bridge Wealth, Inc is a Syosset, NY firm with $151M under management, 296 clients and 3 advisers across 2 offices, as of its September 2026 filing.

  1. Old Bridge Wealth, IncCurrent
    – present · 2 years
    Syosset, NY · Adviser representative · Firm CRD 332180

Credentials and registrations

Investment adviser representative registrations

Jason Nardis is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Texas, in February 2025.

  • New YorkSince 14 October 2024
  • TexasSince 28 February 2025

Examinations

Series 6530 August 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jason Frank Nardis
CRD
7949165
Firm
Old Bridge Wealth · CRD 332180
Role
Managing Partner, VP
Office
333 JACKSON AVE, Syosset, NY 11791
Registration
Investment adviser registration
In the industry since
October 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jason Nardis work?

Jason Nardis has been Managing Partner, VP of Old Bridge Wealth, Inc since July 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 September 2026

Is Jason Nardis a financial advisor?

Yes. Jason Nardis has a current investment-adviser registration in New York and Texas, through Old Bridge Wealth since October 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jason Nardis have?

Jason Nardis has 2 years in the financial industry, since October 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jason Nardis passed?

Jason Nardis passed the Series 65 in August 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Jason Nardis based?

Jason Nardis’ registered office is in Syosset, NY.

Source: IAPD individual record, checked 22 October 2026

Is Jason Nardis registered with FINRA?

No. Jason Nardis has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jason Nardis’ record?

Search CRD 7949165 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Nardis’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Old Bridge Wealth

Sources

  1. IAPD individual record, CRD 7949165, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Old Bridge Wealth, Inc, filed 28 September 2026. Title, control and ownership bands.
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