Jonathan
Hunt

Independent Financial Partners

CRD#4464859
Investment Advisor
in Winter Haven, FL

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About this Advisor

Jonathan Hunt is a financial advisor based in Winter Haven, Florida, working with Independent Financial Partners. Jonathan has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Services Inc, Northwestern Mutual Wealth Management Company, Ifp Securities, LLC, and Independent Financial Partners. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, Florida, Georgia, Indiana, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, and Virginia. Currently, Jonathan is part of Independent Financial Partners, which operates out of Winter Haven, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1502 Dundee Road
Winter Haven, FL 33884

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

FL Average: $1,855,561,029
Total Number of Employees

267

FL Average: 62
Total Number of Accounts

37,391

FL Average: 2,474
Average Account Size

$261,062

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Hunt Work History

2021 - Present (3 years)

Ifp Securities, LLC

2021 - Present (3 years)

Independent Financial Partners

2015 - 2021 (6 years)

Northwestern Mutual Wealth Management Company

2011 - 2021 (10 years)

Northwestern Mutual Investment Services Inc

2008 - 2021 (13 years)

Northwestern Mutual Life Insurance Company

2008 - 2021 (13 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Jonathan Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Partners

Sunnaret Eang
Fort Washington, PA
Calla Gorman
Schaumburg, IL
Brady Lollman
Hastings, NE
Kelly Ryland
Pensacola, FL
Christopher Stolte
Austin, TX
Gregory Wozniak
Tampa, FL
Chad Castrinos
Metairie, LA
Stephen Angelis
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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