Jonathan T Dunlea
Investment adviser representative at United Advisors America
13 yearsExperience
1 stateRegistered in
$446.5MFirm assets
7 yearsFirm in business
Are you Jonathan T Dunlea? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- United Advisors AmericaAug 2026 to now
- Alliance AmericaJun 2026 to now
- VisanotaryJun 2026 to now
- Ameriprise Financial Services, LLCJan 2025 to May 2026
- UnemployedJul 2023 to Dec 2024
- Citizens Securities, Inc.Sep 2022 to Jul 2023
- Fidelity InvestmentsDec 2021 to Aug 2022
- Hornor Townsend & Kent IncJun 2013 to Dec 2021
- Penn Mutual Life Ins CoJun 2013 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703651
- Firm CRD
- 147350