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James Hunt

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Bridgewater, NJ 08807

Credentials

Series 63, Series 65

Industry experience

33 years

About

James Hunt is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at APW Capital, Aurora Private Wealth Management, Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Hunt is also active as a licensed insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to multiple account platforms and third-party sub-advisers.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

1200 Route 22 East, Suite 2,000

Bridgewater, NJ 08807

Most active in

New Jersey

Work history

Cambridge Investment Research Advisors, Inc.

2025 - Present (1 year)

Cambridge Investment Research, Inc.

2025 - Present (1 year)

APW Capital

2019 - 2025 (6 years)

Aurora Private Wealth Management

2019 - 2025 (6 years)

Purshe Kaplan Sterling Investments

2016 - 2018 (2 years)

Insight Private Advisors, LLC

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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