Jonathan Michael Winzeler, CFP, ChFC, CLU

Overview

Jonathan Michael Winzeler is an insurance agent and an investment adviser representative based in Vestavia Hills, AL, with 26 years in the industry.

Years in the industry

26

States licensed

1

States registered

1

Carrier appointments

2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 1 state

• Life Agent Individual
• Producer
• Series 63
• Series 66

2 lines of authority, with every state and its dates

Firms

• Sunburst Financial Group, LLCCurrent firm

Employment history since 2003

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file