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JH

Joseph F. Hunt

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CRD#: 1264829
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Francis Hunt was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1984. Joseph had worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 8, 2004 - March 28, 2025

NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.

RIA
CRD#: 130538
PRINCETON, NJ
Past

October 3, 2000 - March 11, 2002

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

March 12, 1994 - October 10, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 14, 1991 - March 1, 1994

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

August 3, 1988 - March 1, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 16, 1985 - April 19, 1988

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

May 23, 1984 - June 14, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/4/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/6/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


NC
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C. | NORTHWEST CRITERION ASSET MANAGEMENT, LLC

CRD#: 130538 / SEC#: 801-67376

RIA
Registered Investment Advisory firm - (8/30/2012 Terminated)
Illinois
Registered Investment Advisory firm - (6/13/2012 Approved)
New Jersey
Registered Investment Advisory firm - (6/22/2012 Approved)
New York
Registered Investment Advisory firm - (6/29/2012 Approved)
North Carolina
Registered Investment Advisory firm - (9/21/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Approved)
Texas
Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)
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Contact information


Main Address
114 Commons Way, Princeton, NJ 08540
Mailing Address
Phone number
(609) 924-4488
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts160
AUM (Assets Under Management)$ 80,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.

CRD#: 130538

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