Jonathan M. Winzeler

SUNBURST FINANCIAL GROUP

VESTAVIA HILLS, AL 35216

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CRD#: 4255215

Professional summary

Jonathan Michael Winzeler, CFP® is a registered financial advisor currently at SUNBURST FINANCIAL GROUP, LLC located in Vestavia Hills, Alabama.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1-INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Winzeler's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

July 15, 2016 - Present

SUNBURST FINANCIAL GROUP, LLC

Office #1: 600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216

RIA

CRD#: 283605

VESTAVIA HILLS, AL

Past

May 9, 2008 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

VESTAVIA HILLS, AL

Past

May 9, 2008 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VESTAVIA HILLS, AL

Past

May 13, 2003 - May 15, 2008

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BIRMINGHAM, AL

Past

October 24, 2000 - May 15, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

BIRMINGHAM, AL

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".

SUNBURST FINANCIAL GROUP, LLC

SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA

Registered Investment Advisory firm - (4/22/2016 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(7/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/23/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUNBURST FINANCIAL GROUP, LLC

SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

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Contact information

Main Address

600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216

Mailing Address

Phone number

(205) 823-4949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE SUNBURST FINANCIAL GROUP, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,103
AUM (Assets Under Management)	$ 698,968,462

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.

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Jonathan M. Winzeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Winzeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

SUNBURST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2003

Series 63

Date: 12/18/2000

SIE

Date: 7/15/2016

Series 7

Date: 9/11/2001

Series 6

Date: 10/23/2000

Current Firm

SUNBURST FINANCIAL GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUNBURST FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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