Jonathan Hunt
Jonathan Hunt is a CFP, ChFC-designated registered investment advisor at Independent Financial Partners, based in Winter Haven, FL, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
1502 Dundee Road, Winter Haven, FL, 33884
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan earns commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. He also owns rental property and the Jonathan D Hunt Insurance Agency, LLC, and is a travel consultant/photographer, dedicating minimal time to each. Jonathan also serves as Secretary/Treasurer for a homeowner's association.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Ifp Securities, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations1 state
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
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