Jonathan Peter Hunter
Investment adviser representative at Winthrop Wealth
9 yearsExperience
2 statesRegistered in
$3.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Winthrop WealthNov 2021 to now
- Winthrop Advisory Group, LLCNov 2021 to now
- LPL Financial, LLCOct 2021 to Nov 2024
- John Hancock Advisers, LLCNov 2018 to Sep 2021
- John Hancock Funds LLCAug 2015 to Sep 2021
- John HancockAug 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 5690569
- Firm CRD
- 288178