Unclaimed
John Edward Gunther is a financial advisor at Polen Capital Management, LLC. John has over 23 years of experience in the financial industry. John has been with Polen Capital Management, LLC since July 2005. Previously, John worked at DAVID M POLEN SECURITIES, LLC, WACHOVIA SECURITIES, LLC, OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP., DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and QUICK & REILLY, INC. John holds Series 7 and Series 66 licenses. John's specialization is in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John's practice focuses on serving high-net-worth individuals, investment companies, other investment advisors, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/21/2016 - Present
Polen Capital Management, LLC (BOCA RATON FL)
FL
08/08/2005 - 09/30/2010
DAVID M POLEN SECURITIES, LLC (BOCA RATON FL)
MO
08/06/2004 - 07/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/03/2003 - 08/04/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/29/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
01/13/2001 - 08/06/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
02/08/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
10/01/1998 - 02/02/2000
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 08/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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