Jonathan Hunt (CRD# 4464859) is an Investment Advisor Representative working at Independent Financial Partners in Winter Haven, FL and has over 22 years of experience in the finance industry. Jonathan Hunt 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.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | May 2021 - Current | 2 |
| Independent Financial Partners | Tampa, FL | May 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2015 - May 2021 | 6 |
| Northwestern Mutual Investment Services Inc. | Lakeland, FL | Jun 2011 - May 2021 | 9 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2008 - May 2021 | 12 |
| Northwestern Mutual Investment Services, LLC | Winter Haven, FL | Jun 2008 - May 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
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- MO
- NJ
- NY
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
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