Jonathan Dunlea has been an investment adviser representative at United Advisors America since September 2026, and is not listed among the firm’s executive officers or direct owners.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
Jonathan Dunlea’s longest registration was 8 years at Hornor, Townsend & Kent, LLC (2013–2021). Before joining United Advisors America in 2026, Jonathan Dunlea was registered through Citizens Securities, Inc. and Fidelity Personal and Workplace Advisors.
- United Advisors AmericaCurrent– present · under a yearChelmsford, MA · Adviser representative · Firm CRD 147350
- Citizens Securities, Inc.– · under a yearLittleton, MA · Adviser representative · Firm CRD 39550
- Fidelity Personal and Workplace Advisors– · under a yearShrewsbury, MA · Adviser representative · Firm CRD 288590
- Hornor, Townsend & Kent, LLC– · 8 yearsWakefield, MA · Adviser representative · Firm CRD 4031
Investment adviser representative registrations
Jonathan Dunlea is registered as an investment adviser representative in Massachusetts, since September 2026.
- MassachusettsSince 9 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 January 2004 |
| Series 7 | General Securities Representative Examination | 5 January 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan T Dunlea
- CRD
- 4703651
- Firm
- United Advisors America · CRD 147350
- Office
- Chelmsford, MA
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Dunlea work?
Jonathan Dunlea is an investment adviser representative registered through United Advisors America Corporation since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Dunlea a financial advisor?
Yes. Jonathan Dunlea has a current investment-adviser registration in Massachusetts, through United Advisors America since September 2026.
How many years of experience does Jonathan Dunlea have?
Jonathan Dunlea has 19 years in the financial industry, since May 2007, across 4 adviser firms.
What exams has Jonathan Dunlea passed?
Jonathan Dunlea has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2004. FINRA credited Jonathan Dunlea with the SIE, which began in October 2018.
Where did Jonathan Dunlea work before United Advisors America?
Before United Advisors America, Jonathan Dunlea was registered through Citizens Securities, Inc., October 2022 to August 2023; Fidelity Personal and Workplace Advisors, April 2022 to August 2022; Hornor, Townsend & Kent, LLC, July 2013 to December 2021.
Where is Jonathan Dunlea based?
Jonathan Dunlea’s registered office is in Chelmsford, MA.
Is Jonathan Dunlea registered with FINRA?
No. Jonathan Dunlea has no current broker registration.
How can I verify Jonathan Dunlea’s record?
Search CRD 4703651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Dunlea’s full registration record.