J. Hunter Hart, financial advisor Bethesda MD

J. Hunter Hart

CRD Number: 6072782
Current Firm: Cwm, LLC

J. Hunter Hart (CRD# 6072782) is an Investment Advisor Representative working at Cwm, LLC in Bethesda, MD and has over 11 years of experience in the finance industry. J. Hunter Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2017 - Current 7
Cwm, LLC Omaha, NE Jan 2016 - Current 8
Equity Planning, Inc. Bethesda, MD Jan 2016 - Current 8
Lpl Financial LLC Bethesda, MD Jun 2014 - Jan 2017 2
U.s. Financial Advisors, LLC Braintree, MA Jun 2014 - Jan 2016 1
Bank Of America, N.a. Baltimore, MD Sep 2012 - Jun 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD May 2012 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for J. Hunter Hart
Phone Number: 402-330-0808
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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