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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 with Captrust in STOCKBRIDGE, GA. Jonathan has been in the financial services industry since 1998 and has worked for several firms, including CETERA ADVISORS LLC, SunTrust Securities, Inc., and VTR Capital, Inc. Jonathan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jonathan is a Certified Financial Planner (CFP®) and has a wide range of experience in helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
04/26/2021 - Present
Captrust (STOCKBRIDGE GA)
GA
06/02/2005 - 07/20/2021
CETERA ADVISORS LLC (STOCKBRIDGE GA)
GA
10/02/1998 - 05/19/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
07/01/1996 - 10/01/1996
VTR CAPITAL, INC. (NEW YORK NY)
IA
Issued 01/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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