James Hunt
James Hunt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bridgewater, NJ, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1200 Route 22 East, Suite 2,000, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
Premier College Funding
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
Anchor National Financial Services, INC.Broker
Christopher Weil & Company, INCBroker
Phoenix Equity Planning CorporationBroker
State Registrations7 states
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.