Jonathan Winzeler has been Member & Managing Partner of Sunburst Financial Group since April 2016, is a control person of the firm and directly owns between 25% and 50% of it. Jonathan Winzeler holds a Bachelor of Science in International Business from Birmingham-Southern College.
Sunburst Financial Group, LLC is a Vestavia Hills, AL firm with $808M under management, 877 clients and 6 advisers in one office, as of its May 2026 filing.
Jonathan Winzeler is Managing Partner and Chief Investment Officer of Sunburst Financial, with over 18 years of investment management and financial planning experience. He chairs the investment committee and contributes to the economic outlook, asset allocation and investment selection for all clients of the firm. He also played an integral part in drafting the firm's investment policy statement.
Jonathan Winzeler’s longest registration is the current one, 10 years at Sunburst Financial Group since 2016. Before joining Sunburst Financial Group in 2016, Jonathan Winzeler was registered through Cambridge Investment Research Advisors, Inc. and Eagle Strategies LLC.
- – present · 10 yearsVestavia Hills, AL · Adviser representative · Firm CRD 283605
- Cambridge Investment Research Advisors, Inc.– · 8 yearsVestavia Hills, AL · Adviser representative · Firm CRD 134139
- Eagle Strategies LLC– · 5 yearsBirmingham, AL · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Jonathan Winzeler is registered as an investment adviser representative in Alabama, since July 2016.
- AlabamaSince 15 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 April 2003 |
| Series 7 | General Securities Representative Examination | 11 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 October 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Michael Winzeler
- CRD
- 4255215
- Firm
- Sunburst Financial Group · CRD 283605
- Role
- Member & Managing Partner
- Office
- 600 VESTAVIA PARKWAY, Suite 100, Vestavia Hills, AL 35216
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sunburstfinancial.com
Where does Jonathan Winzeler work?
Jonathan Winzeler has been Member & Managing Partner of Sunburst Financial Group, LLC since April 2016, and is a control person of the firm.
Is Jonathan Winzeler a financial advisor?
Yes. Jonathan Winzeler has a current investment-adviser registration in Alabama, through Sunburst Financial Group since July 2016.
How many years of experience does Jonathan Winzeler have?
Jonathan Winzeler has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Jonathan Winzeler passed?
Jonathan Winzeler has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2000. FINRA credited Jonathan Winzeler with the SIE, which began in October 2018.
Where did Jonathan Winzeler work before Sunburst Financial Group?
Before Sunburst Financial Group, Jonathan Winzeler was registered through Cambridge Investment Research Advisors, Inc., May 2008 to July 2016; Eagle Strategies LLC, May 2003 to May 2008.
Where is Jonathan Winzeler based?
Jonathan Winzeler’s registered office is in Vestavia Hills, AL.
Is Jonathan Winzeler registered with FINRA?
No. Jonathan Winzeler has no current broker registration.
How can I verify Jonathan Winzeler’s record?
Search CRD 4255215 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Winzeler’s full registration record.