Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hunter is a financial advisor at Winthrop Wealth. Jonathan has been in the industry since 2011 and has a Series 7, Series 66, and SIE license. Jonathan previously worked at John Hancock Investment Management Distributors LLC and Wells Fargo Funds Distributor, LLC. Winthrop Wealth is an independent investment advisor firm registered with the SEC and the state of Massachusetts. Jonathan focuses on providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jonathan works with clients to create a comprehensive financial plan that addresses their unique needs and goals. Jonathan has a strong understanding of the financial markets and is committed to helping clients achieve their financial objectives.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
03/16/2022 - Present
Winthrop Wealth (BOSTON MA)
MA
08/20/2015 - 10/05/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
03/15/2011 - 09/23/2014
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
11/03/2010 - 03/21/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
07/05/2010 - 09/13/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 10/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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