Jonathan P. Hunter

WINTHROP WEALTH

BOSTON, MA 02116-5168

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CRD#: 5690569

Professional summary

Jonathan Peter Hunter, who also goes by Jonathan Hunter, Jon Hunter, Jonathan P Hunter, is a registered financial advisor currently at WINTHROP WEALTH located in Boston, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Hunter | Jon Hunter | Jonathan P Hunter

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. 10/29/2021 - Winthrop Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/12/2021 - Winthrop Wealth Management - DBA: (Hybrid) WINTHROP ADVISORY GROUP, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/1/21 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 12/8/2021 - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/1/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Winthrop Wealth Management, an independent investment advisor firm. I started this business activity in 11/1/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Peter Hunter'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®

None

Experience

Current

November 10, 2021 - Present

WINTHROP WEALTH

Office #1: 321 Columbus Ave 3rd Fl, Boston, MA 02116-5168

RIA

CRD#: 288178

BOSTON, MA

Past

October 29, 2021 - November 5, 2024

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

Past

November 8, 2018 - October 5, 2021

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

Sacramento, CA

Past

October 10, 2017 - November 8, 2018

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

August 20, 2015 - October 5, 2021

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

March 18, 2011 - September 23, 2014

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

March 15, 2011 - September 23, 2014

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

November 5, 2010 - March 21, 2011

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

BOSTON, MA

Past

November 3, 2010 - March 21, 2011

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

BOSTON, MA

Past

July 5, 2010 - September 13, 2010

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

BOSTON, MA

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".

WINTHROP WEALTH

CRD#: 288178 / SEC#: 801-110461

RIA

Registered Investment Advisory firm - (4/28/2017 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

Massachusetts
(11/10/2021)

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: 10/16/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/2010

General Securities Representative Examination

Current Firm

WINTHROP WEALTH

CRD#: 288178 / SEC#: 801-110461

RIA

Registered Investment Advisory firm - (4/28/2017 Approved)

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Contact information

Main Address

321 Columbus Ave 3rd Fl, Boston, MA 02116-5168

Mailing Address

Phone number

(617) 530-1010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/21/2025)

WRAP FEE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,872
AUM (Assets Under Management)	$ 2,600,886,145

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jonathan P. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Peter Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

Primary Firm SEC Registration

WINTHROP WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/3/2010

Current Firm

WINTHROP WEALTH

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WINTHROP WEALTH

TRUST BUT VERIFY

Contact information

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