Jonathan Eric Kuniholm

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2003 → 03/2023
  Cantella & Co., Inc.
  Malden, MA
• 03/1998 → 12/2022
  Cantella & Co., Inc.
  Boston, MA

Previous Registrations

• 2003-11-05 → 2023-04-03
  Cantella & Co., Inc.
  Boston, MA
  Malden, MA
  Malden, MA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-20
• S63 Uniform Securities Agent State Law Examination
  1996-08-09

Other Names

• Jonathan Eric Kuniholm
• Eric Kuniholm
• J. Eric Kuniholm