Scope of Service Experience
Jason Purdy joined the NAI Hallmark team in 2016 as a sales associate.
Background & Experience
Mr. Purdy began his career in Jacksonville with Merrill Lynch Wealth Management providing customer service to equity plan participants. As a FINRA Series 7 and Series 66 licensed financial advisor, Mr. Purdy transitioned to Merrill Edge where he provided holistic financial advice to mass affluent clients.
Mr. Purdy has a BA in Finance and Management from Ouachita Baptist University, where he was Captain of the Men’s Swimming and Diving Team and also an NCAA Division II Honorable Mention Academic All-American. After graduation, he obtained his MBA from the University of West Florida.
Professional Associations & Designations
Mr. Purdy is on the NAIOP Developing Leaders Board. He is also an active member of Ortega United Methodist Church. Mr. Purdy continues to be involved with Ouachita Baptist University’s swimming alumni. More recently, Mr. Purdy has enjoyed competing in triathlons and recently completed IRONMAN Florida in 2017.