Benjamin Lewis Kunzler

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 03/2020
  J.P. Morgan Institutional Investments Inc.
  Gilbert, AZ
• 01/2011 → 03/2020
  Jpmogan Investment Management Inc.
  Gilbert, AZ
• 04/2020 → 07/2025
  Hartford Funds Distributors, Llc
  Wayne, PA
• 07/2025 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 07/2025 → Present
  Columbia Management Investment Advisers, Llc
  Boston, MA

Previous Registrations

• 2006-01-12 → 2009-11-10
  J.P. Morgan Investment Management Inc.
  New York, NY
• 2005-02-24 → 2005-12-31
  J.P. Morgan Asset Management
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2002-09-13

Other Names

• Ben Lewis Kunzler