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JH

Jon Henry Hunt

CRD# 5517841·Registered 2008 - 2015
Previously Registered: Being a previously registered professional could mean that Jon 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.

Professional Summary

Jon Henry Hunt was a registered financial advisor. Jon was a previously registered financial professional and started their career in finance 2008 - 2015. Jon had worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

BULL & BEAR CAPITAL ADVISORS, LLC·CRD# 137453
RIA
Jacksonville, FL
June 30, 2009 - June 3, 2015
BULL & BEAR BROKERAGE SERVICES, INC.·CRD# 113866
BD
Jacksonville, FL
April 28, 2008 - June 3, 2015

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Current Firm

B&
BULL & BEAR CAPITAL ADVISORS, LLC

BULL & BEAR CAPITAL ADVISORS, INC | BULL & BEAR CAPITAL ADVISORS, LLC | BULL & BEAR CAPITAL ADVISORS, INC.

CRD#: 137453 / SEC#: 801-67786
RIA
Registered Investment Advisory firm - SEC (6/27/2012 Terminated)
Florida
Registered Investment Advisory firm - Florida (5/17/2012 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3625 Valverde Circle, Jacksonville, FL 32224-6051

Phone Number

(904) 363-3600

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$317,327

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2009About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2015About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2008About the Series 6 exam

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CRS (Client Relationship Summary)

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

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