Jonathan Hunt, financial advisor Lakeland FL
96 score

Jonathan Hunt

CRD Number: 4464859
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Hunt (CRD# 4464859) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lakeland, FL and has over 14 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.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2015 - Current 1
Northwestern Mutual Investment Services Inc. Lakeland, FL Jun 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Current 8
Northwestern Mutual Investment Services, LLC Winter Haven, FL Jun 2008 - Current 8
Wachovia Bank, N.a. Winter Haven, FL Jun 2002 - Jun 2008 6
Wachovia Securities, LLC Winter Haven, FL Jun 2003 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for Jonathan D. Hunt
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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