Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Christopher Hunt is a financial advisor at Wells Fargo Clearing Services, LLC. Jon has been in the financial services industry since August 1994. Prior to joining Wells Fargo, Jon worked at Wedbush Securities Inc. and Wachovia Securities, LLC. Jon holds Series 7, 63 and 65 licenses, and has SIE designation. He is registered to provide investment advice in Alaska, Arizona, California, Colorado, Idaho, Illinois, Maine, Michigan, Missouri, Oregon, Texas, Utah, Virginia and Washington. Jon specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
11/05/2014 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
ID
04/17/2009 - 11/18/2014
WEDBUSH SECURITIES INC. (BOISE ID)
ID
07/01/2003 - 04/17/2009
WACHOVIA SECURITIES, LLC (BOISE ID)
NY
08/31/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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