JK
Jonathan E. Kuniholm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boston, MA 02109
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CRD#: 2514455
JK
Professional summary
Jonathan Eric Kuniholm, CPWA®, who also goes by Eric Kuniholm, J. Eric Kuniholm, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boston, Massachusetts and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Boston, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Kuniholm | J. Eric Kuniholm
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.
1) JONATHAN KUNIHOLM, NEWBURYPORT MA 01950, 12/2022, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO, 5 HR/MO TRADING 2) JONATHAN KUNIHOLM, NEWBURYPORT MA 01950, 12/2022, SOLE PROPRIETOR, SELLING DOMAIN NAMES, NIR, 1 HR/MO, 0 HR/MO TRADING 3) JONATHAN KUNIHOLM, NEWBURYPORT MA 01950, 12/2022, SOLE PROPRIETOR, CONSULTANT, INV REL, 10 HR/MO, 10 HR/MO TRADING 4) PRIVATE WEALTH MANAGEMENT LLC, NEWBURYPORT MA 01950, 12/2022, PRESIDENT, OWNER, NIR, 0 HR/MO, 0 HR/MO TRADING 5) BEACON CAPITAL MANAGEMENT ADVISORS, 53 STATE ST STE 500 BOSTON MA 02109, 12/2022, Owner, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING 6) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 12/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Eric Kuniholm's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2016-10-11
Expire date: 2024-09-30
Experience
Current
December 13, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 53 State St. Ste. 500, Boston, MA 02109RIA
CRD#: 134139
Boston, MA
Current
December 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 53 State St Suite 500, Boston, MA 02109BD
CRD#: 39543
Boston, MA
Past
November 5, 2003 - April 3, 2023
CANTELLA & CO., INC.
RIA
CRD#: 13905
Boston, MA
Past
March 31, 1998 - December 9, 2022
CANTELLA & CO., INC.
BD
CRD#: 13905
Boston, MA
Past
October 1, 1997 - March 13, 1998
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
August 5, 1994 - October 16, 1997
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/9/2022)
RR
Alaska(12/9/2022)
RR
Arizona(12/9/2022)
RR
Arkansas(12/9/2022)
RR
California(12/9/2022)
RR
Colorado(12/9/2022)
RR
Connecticut(12/9/2022)
RR
Delaware(12/9/2022)
RR
District of Columbia(12/9/2022)
RR
Florida(12/9/2022)
RR
Georgia(12/9/2022)
RR
Hawaii(12/9/2022)
RR
Idaho(12/9/2022)
RR
Illinois(12/9/2022)
RR
Indiana(12/9/2022)
RR
Iowa(12/9/2022)
RR
Kansas(12/9/2022)
RR
Kentucky(12/9/2022)
RR
Louisiana(12/9/2022)
RR
Maine(12/9/2022)
RR
Maryland(12/9/2022)
RR
Massachusetts(12/9/2022)
IAR
Massachusetts(12/13/2022)
RR
Michigan(12/9/2022)
RR
Minnesota(12/9/2022)
RR
Mississippi(12/9/2022)
RR
Missouri(12/9/2022)
RR
Montana(12/9/2022)
RR
Nebraska(12/9/2022)
RR
Nevada(12/9/2022)
RR
New Hampshire(12/9/2022)
RR
New Jersey(12/9/2022)
RR
New Mexico(12/9/2022)
RR
New York(12/9/2022)
RR
North Carolina(12/9/2022)
RR
North Dakota(12/9/2022)
RR
Ohio(12/9/2022)
RR
Oklahoma(12/9/2022)
RR
Oregon(12/9/2022)
RR
Pennsylvania(12/9/2022)
RR
Rhode Island(12/9/2022)
RR
South Carolina(12/9/2022)
RR
South Dakota(12/9/2022)
RR
Tennessee(12/9/2022)
RR
Texas(12/9/2022)
IAR
Texas(12/13/2022)
RR
Utah(12/9/2022)
RR
Vermont(12/9/2022)
RR
Virginia(12/9/2022)
RR
Washington(12/9/2022)
RR
West Virginia(12/9/2022)
RR
Wisconsin(12/9/2022)
RR
Wyoming(12/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Boston, MA 02109TRUST BUT VERIFY
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