Registered Principal, Investment Advisor - Cambridge Investment Research Inc.
Current
Apr 2021 - Present
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Jason Kundis Email & Phone Number
Registered Principal, Investment Advisor at Enterprise Financial Network
at
Cambridge Investment Research, Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Principal, Investment Advisor at Enterprise Financial Network
Location
Virginia Beach, Virginia, United States
Company size
Who is Jason Kundis? Overview
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Quick answer
Jason Kundis is listed as Registered Principal, Investment Advisor at Enterprise Financial Network at Cambridge Investment Research, Inc., a company with 980 employees, based in Virginia Beach, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Jason Kundis.
Jason Kundis previously worked as Registered Principal, Investment Advisor - Cambridge Investment Research Inc. at Cambridge Investment Research, Inc. and Registered Principal and Investment Advisory Representative at Lincoln Financial Securities Corporation. Jason Kundis holds Bba-Finance, -International Business, Personal Finance, And Investments from University Of Hawaii At Manoa.
Company email context
Email format at Cambridge Investment Research, Inc.
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Cambridge Investment Research, Inc.
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Profile bio
About Jason Kundis
As a Registered Principal and an Investment Advisory Representative of Cambridge Investment Research, member SIPC, I have a wide capacity to provide Supervisory Support to Advisors as well as assistance to individuals on a wide range of financial services. I am an advisor with the full capability to provide objective advice to my clients. These services range from comprehensive financial planning, to include recommendations on Investments, Retirement Income Planning, Risk Management with Life and Long Term Care Insurance, Portfolio and Generational Planning, to include asset allocation planning, estate planning, and special needs planning.I have my Series 6,7,63,65, and 24 as well as my Life, Health, and Variable Products License.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Enterprise Financial Network are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Email: jason@enterprisefn.com
Current workplace
Jason Kundis's current company
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Cambridge Investment Research, Inc.
3 roles
Jason Kundis work experience
A career timeline built from the work history available for this profile.
Registered Principal And Investment Advisory Representative
Lincoln Financial Securities Corporation
May 2006 - Apr 2021
Registered Representative
Prudential Financial
May 2000 - Oct 2005
Team & coworkers
Colleagues at Cambridge Investment Research, Inc.
Other employees you can reach at joincambridge.com. View company contacts for 980 employees →
CM
Celeste Monaghan
Colleague at Cambridge Investment Research, Inc.
Moultonborough, New Hampshire, United States, United States
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DS
Deb Swanson
Colleague at Cambridge Investment Research, Inc.
Concord, New Hampshire, United States, United States
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DS
Danielle Schaffer
Colleague at Cambridge Investment Research, Inc.
United States, United States
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MD
Melanie Dickerson
Colleague at Cambridge Investment Research, Inc.
Washington, District Of Columbia, United States, United States
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CL
Christian L. Webb
Colleague at Cambridge Investment Research, Inc.
Austin, Texas, United States, United States
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CR
Caitlyn Rankin
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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MT
Mackenzie Thomas
Colleague at Cambridge Investment Research, Inc.
Iowa City-Cedar Rapids Area, United States
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JF
John Fitzgerald
Colleague at Cambridge Investment Research, Inc.
Scottsdale, Arizona, United States, United States
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JH
Jennith Hassenfritz
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
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TT
Thuan Tran
Colleague at Cambridge Investment Research, Inc.
Berkeley, California, United States, United States
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Celeste Monaghan
Colleague at Cambridge Investment Research, Inc.
Moultonborough, New Hampshire, United States, United States
View →
DS
Deb Swanson
Colleague at Cambridge Investment Research, Inc.
Concord, New Hampshire, United States, United States
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DS
Danielle Schaffer
Colleague at Cambridge Investment Research, Inc.
United States, United States
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MD
Melanie Dickerson
Colleague at Cambridge Investment Research, Inc.
Washington, District Of Columbia, United States, United States
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CL
Christian L. Webb
Colleague at Cambridge Investment Research, Inc.
Austin, Texas, United States, United States
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CR
Caitlyn Rankin
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
MT
Mackenzie Thomas
Colleague at Cambridge Investment Research, Inc.
Iowa City-Cedar Rapids Area, United States
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JF
John Fitzgerald
Colleague at Cambridge Investment Research, Inc.
Scottsdale, Arizona, United States, United States
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JH
Jennith Hassenfritz
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
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TT
Thuan Tran
Colleague at Cambridge Investment Research, Inc.
Berkeley, California, United States, United States
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1 education record
Jason Kundis education
FAQ
Frequently asked questions about Jason Kundis
Quick answers generated from the profile data available on this page.
What company does Jason Kundis work for?
Jason Kundis works for Cambridge Investment Research, Inc..
What is Jason Kundis's role at Cambridge Investment Research, Inc.?
Jason Kundis is listed as Registered Principal, Investment Advisor at Enterprise Financial Network at Cambridge Investment Research, Inc..
Where is Jason Kundis based?
Jason Kundis is based in Virginia Beach, Virginia, United States while working with Cambridge Investment Research, Inc..
What companies has Jason Kundis worked for?
Jason Kundis has worked for Cambridge Investment Research, Inc., Lincoln Financial Securities Corporation, and Prudential Financial.
Who are Jason Kundis's colleagues at Cambridge Investment Research, Inc.?
Jason Kundis's colleagues at Cambridge Investment Research, Inc. include Celeste Monaghan, Deb Swanson, Danielle Schaffer, Melanie Dickerson, and Christian L. Webb.
How can I contact Jason Kundis?
You can use AeroLeads to view verified contact signals for Jason Kundis at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jason Kundis attend?
Jason Kundis holds Bba-Finance, -International Business, Personal Finance, And Investments from University Of Hawaii At Manoa.
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