JH
JH

Jonathan Hungerford

23 Years of Experience
Charleston, SC
Broker

Jonathan Hungerford is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Seven Farms Dr, Ste 300, Charleston, SC, 29492

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathan has several outside business activities. He owns 40% of Febrees Brothers, LLC, a rental property business, dedicating a few hours per week. He also owns Nancy Life LLC, Finet Practice, Hudson BJC, LLC, and LL Cool C LLC, dedicating full-time hours to Nancy Life LLC and minimal time to the others.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2009 - April 2021 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - April 2021 · 11 yrs 8 mos
UBS Financial Services INC.
January 2007 - September 2009 · 2 yrs 8 mos
UBS Financial Services INC.Broker
November 2006 - September 2009 · 2 yrs 10 mos
Edward JonesBroker
November 2002 - November 2006 · 4 yrs
State Registrations16 states
ARFLGAILKYLAMSNCNHNJOHPASCTNTXVA
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.
Jonathan Hungerford - Financial Advisor | TrueAdvisor