Jason Kunkel
Agate Pass Investment Management · Bainbridge Island, Washington
Jason Kunkel is a fee-only financial advisor at Agate Pass Investment Management in Bainbridge Island, Washington. Jason charges a percentage of assets.
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Facts
| Firm | Agate Pass Investment Management |
|---|---|
| Based in | Bainbridge Island, Washington |
| Fee model | Percentage of assets |
| Assets under management | $336.0M across 320 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4982034 |
| Exams passed | Series 63 (2013) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agatepassinvestment.com |
| Profile |
How Jason's firm compares
- Agate Pass Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Jason
Is Jason Kunkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Agate Pass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges a percentage of assets.
Where is Jason Kunkel based?
Jason Kunkel is based in Bainbridge Island, Washington.
Is Jason Kunkel registered with the SEC?
Yes. Jason Kunkel is registered as an investment adviser representative in WA (CRD 4982034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agate Pass Investment Management manage?
Agate Pass Investment Management reports $336.0M across 320 accounts in assets under management.
How do I contact Jason Kunkel?
Through Jason's website, www.agatepassinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Agate Pass Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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