Jacob Hunt (CRD# 7706447) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has 1 year of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terra Wealth Management, LLC | San Tan Valley, AZ | Feb 2023 - Current | 1 |
| Exp Realty, Inc. | Gilbert, AZ | Oct 2021 - Current | 2 |
| Ucpm, Inc. | Gilbert, AZ | Aug 2019 - Current | 4 |
| Missionary | Santa Cruz De La Sierra, | Aug 2017 - Aug 2019 | 2 |
| Mugsy Dogs | Queen Creek, AZ | Aug 2015 - Jul 2017 | 1 |
| Full Time Student | Gilbert, AZ | Sep 2012 - Jun 2017 | 4 |
| Gilbert Public Schools | Gilbert, AZ | Jul 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- AZ
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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