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 before transitioning to Merrill Edge where he provided holistic financial advice to mass affluent clients. While at Merrill Lynch, he also obtained his Florida Real Estate License.
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 attends Ortega United Methodist Church and is active with Ouachita Baptist University’s Swimming Alumni.