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James Hunt

Cambridge Investment Research Advisors, INC.
33 Years of Experience
Bridgewater, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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James Hunt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bridgewater, NJ, with 33 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 Route 22 East, Suite 2,000, Bridgewater, NJ, 08807

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James works as an insurance agent and as an administrative representative of a RIA. He dedicates minimal time to his insurance work and about half his time to his role with the RIA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2025 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Aurora Private Wealth, INC.
January 2019 - February 2025 · 6 yrs 1 mo
Apw Capital, INC.Broker
January 2019 - February 2025 · 6 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - December 2018 · 2 yrs 7 mos
Insight Private Advisors, LLC
April 2014 - December 2018 · 4 yrs 8 mos
Premier College Funding
September 2012 - November 2013 · 1 yr 2 mos
LPL Financial LLCBroker
March 2011 - May 2016 · 5 yrs 2 mos
LPL Financial LLC
March 2011 - October 2015 · 4 yrs 7 mos
Northwestern Mutual Investment Services,llc
December 2004 - March 2011 · 6 yrs 3 mos
Northwestern Mutual Wealth Management Company
December 2003 - April 2007 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
September 2001 - March 2011 · 9 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
September 2001 - January 2002 · 4 mos
Royal Alliance Associates, INC.Broker
May 1992 - May 1994 · 2 yrs
New England SecuritiesBroker
July 1989 - June 1992 · 2 yrs 11 mos
Anchor National Financial Services, INC.Broker
May 1988 - July 1989 · 1 yr 2 mos
Christopher Weil & Company, INCBroker
September 1987 - April 1988 · 7 mos
Phoenix Equity Planning CorporationBroker
July 1985 - November 1987 · 2 yrs 4 mos
State Registrations7 states
GALAMDNCNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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