JH
CFA
JH
CFA

Jonathan Hunter

11 Years of Experience
Atlanta, GA

Jonathan Hunter is a CFA-designated registered investment advisor at Shapiro Capital Management LLC, based in Atlanta, GA, with 11 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. Their firm serves 550 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
550 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Shapiro Capital Management (SCM) charges a percentage of your portfolio's value each quarter for investment management. The specific percentage depends on the investment strategy used and the amount invested. Fees are negotiable and may vary based on the size of the account and the complexity of the services. Clients may also pay fees to other advisors or wrap fee program sponsors.

Loading...

Location

3060 Peachtree Rd Nw, Ste 1555, Atlanta, GA, 30305-2236

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Shapiro Capital Management LLC
April 2025 - Present · 1 yr
Previous Registrations
Cowen and CompanyBroker
May 2013 - May 2022 · 9 yrs
Cowen Securities LLCBroker
September 2011 - May 2013 · 1 yr 8 mos
State Registrations1 state
GA
Advisor

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 Hunter - Financial Advisor | TrueAdvisor