Jonathan Hungerford
Senior Vice President at Millennium Private Wealth
- Role
- Senior Vice President at Millennium Private Wealth
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jonathan Hungerford
This information is intended for use by residents of AR, AZ, CA, FL, GA, IL, KY, LA, MA, MS, NC, NH, NJ, NV, OH, PA, SC, TN, TX, and VA Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on
Experience
Senior Vice President
Apr 2021 — Present · Greenville, SC, US
Millennium Private Wealth is a boutique investment practice with offices in Greenville and Charleston, South Carolina as well as Savannah, Georgia. We with work entrepreneurs, business owners, foundations, endowments, retirement plans and family offices in meeting their investment and planning needs. We work with individuals and organizations from coast to coast with one goal in mind: client peace of mind.
Education
Mississippi State University - College of Business and Industry
BBA
1993 — 1997
Mississippi State University - College of Business and Industry
MBA
1999 — 2000
Skills
- Investments
- Customer Service
- Financial Modeling
- Banking
- Risk Management
- Portfolio Management
- Series 7
- Financial Analysis
- Asset Management
- Credit
- Series 63
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