James Hunt, financial advisor Somerville NJ
93 score

James Hunt

CRD Number: 1375554
Current Firm: Insight Private Advisors, LLC

James Hunt (CRD# 1375554) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Somerville, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Current < 1
Insight Private Advisors, LLC Bridgewater, NJ Feb 2014 - Current 2
Lpl Financial LLC Bridgewater, NJ Mar 2011 - May 2016 5
Premier College Funding, LLC Somerville, NJ Sep 2012 - Nov 2013 1
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Mar 2011 3
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jul 2001 - Mar 2011 9
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2001 - Mar 2011 9
Northwestern Mutual Investment Services LLC Summit, NJ Dec 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for James H. Hunt
Phone Number: 9087881799
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    1,482
    ACCOUNTS
  • Average Account Value
    $169,580
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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