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, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
1502 Dundee Road, Winter Haven, FL, 33884
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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
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