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Jonathan Dunham

Cerity Partners LLC

Boston, MA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
  • MA RA
    APPROVED
    Since 2026-06-09

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daintree Advisors Llc Boston MA 06/2016 12/2021
Self Employed Norwood MA 01/2022 03/2022
Commonwealth Financial Network Waltham MA 03/2022 04/2026
Cerity Partners Llc New York NY 05/2026 Present
  • 06/2016 → 12/2021
    Daintree Advisors Llc
    Boston, MA
  • 01/2022 → 03/2022
    Self Employed
    Norwood, MA
  • 03/2022 → 04/2026
    Commonwealth Financial Network
    Waltham, MA
  • 05/2026 → Present
    Cerity Partners Llc
    New York, NY
Designations
Other Names
  • Jonathan D B Dunham

View on SEC IAPD

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