AdFi
JM

Jonathan Michael Winzeler

Investment Adviser Representative at SUNBURST FINANCIAL GROUP, LLC

Vestavia Hills, ALCRD #4255215Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Alabama
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/15/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 12/18/2000
SIE
Securities Industry Essentials Examination
Passed 7/15/2016
Series 7
General Securities Representative Examination
Passed 9/11/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/23/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $99,999.991.00%
$100,000 - $999,999.990.85%
$1,000,000 - $2,499,999.990.75%
$2,500,000 - $4,999,999.990.65%
$5,000,000 - $9,999,999.990.55%
$10,000,000 - $19,999,999.990.45%
$20,000,000 - $49,999,999.990.35%
$50,000,000 and Up
Source

Sunburst Financial Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUNBURST FINANCIAL GROUP, LLCCurrent
7/15/2016Vestavia Hills, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
5/9/20087/15/2016Vestavia Hills, AL
EAGLE STRATEGIES LLC
5/13/20035/15/2008Birmingham, AL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View SUNBURST FINANCIAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Michael Winzeler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan Michael Winzeler - Financial Advisor in Vestavia Hills, AL | AdvisorFinder