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 Jul 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 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 →
WP
Whitney Pacha
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
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VD
Von D. Cook Ii, Aif®
Colleague at Cambridge Investment Research, Inc.Tampa, Florida, United States
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DB
Dave Baker
Colleague at Cambridge Investment Research, Inc.Fort Myers, Florida, United States
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CH
Cambridge Human Resources
Colleague at Cambridge Investment Research, Inc.Phoenix, Arizona, United States
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JH
Jody Hollingsworth
Colleague at Cambridge Investment Research, Inc.Packwood, Iowa, United States
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AJ
Alec Jackson
Colleague at Cambridge Investment Research, Inc.Brighton, Iowa, United States
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EP
Erin Parker
Colleague at Cambridge Investment Research, Inc.Miami, Florida, United States
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CK
Charles Kaufman
Colleague at Cambridge Investment Research, Inc.Charlotte Metro, United States
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MS
Michelle Starks
Colleague at Cambridge Investment Research, Inc.Keosauqua, Iowa, United States
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LS
Leslie Stone
Colleague at Cambridge Investment Research, Inc.Tiffin, Iowa, United States
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Whitney Pacha
Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States
View →
VD
Von D. Cook Ii, Aif®
Colleague at Cambridge Investment Research, Inc.Tampa, Florida, United States
View →
DB
Dave Baker
Colleague at Cambridge Investment Research, Inc.Fort Myers, Florida, United States
View →
CH
Cambridge Human Resources
Colleague at Cambridge Investment Research, Inc.Phoenix, Arizona, United States
View →
JH
Jody Hollingsworth
Colleague at Cambridge Investment Research, Inc.Packwood, Iowa, United States
View →
AJ
Alec Jackson
Colleague at Cambridge Investment Research, Inc.Brighton, Iowa, United States
View →
EP
Erin Parker
Colleague at Cambridge Investment Research, Inc.Miami, Florida, United States
View →
CK
Charles Kaufman
Colleague at Cambridge Investment Research, Inc.Charlotte Metro, United States
View →
MS
Michelle Starks
Colleague at Cambridge Investment Research, Inc.Keosauqua, Iowa, United States
View →
LS
Leslie Stone
Colleague at Cambridge Investment Research, Inc.Tiffin, Iowa, United States
View →
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 Whitney Pacha, Von D. Cook Ii, Aif®, Dave Baker, Cambridge Human Resources, and Jody Hollingsworth.
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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