Unclaimed Profile

John Edward Gunther

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

SIE, Series 7, Series 66Clean record24 years registeredPOLEN CAPITAL MANAGEMENT, LLC

2700 N. MILITARY TRAIL, BOCA RATON, FL 33431CRD# 3007911Firm CRD# 106093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Gunther · BOCA RATON, FL

Registration

CRD #3007911 · POLEN CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

POLEN CAPITAL MANAGEMENT, LLC

Mar 2012 – present

FORESIDE FUNDS DISTRIBUTORS LLC

Jun 2011 – present

WACHOVIA SECURITIES, LLC

Aug 2004 – Jul 2005

MARGATE, FL

OPPENHEIMER ASSET MANAGEMENT

Apr 2003 – Aug 2004

NEW YORK, NY

FAHNESTOCK ASSET MANAGEMENT

Jan 2003 – Aug 2004

BOCA RATON, FL

CIBC WORLD MARKETS CORP.

Aug 2002 – Jan 2003

BOCA RATON, FL

DEUTSCHE BANK SECURITIES INC.

Jul 2002 – Aug 2002

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Gunther offer?

John Edward Gunther specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are John Edward Gunther's credentials?

John Edward Gunther is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Gunther located?

John Edward Gunther is based in BOCA RATON, Florida, working with POLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does John Edward Gunther charge for services?

John Edward Gunther's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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