Jacob
Hunt
Terra Wealth
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About this Advisor
Jacob Hunt is a financial advisor based in San Tan Valley, Arizona, working with Terra Wealth. Jacob has previously held positions at Exp Realty, Inc, Terra Wealth Management, LLC, Ucpm, Inc, Mugsy Dogs, Gilbert Public Schools, and has experience as a missionary and full-time student. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Jacob is part of Terra Wealth, which operates out of San Tan Valley, Arizona. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$250,086,346
65
2,158
$115,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jacob Hunt Work History
Terra Wealth Management, LLC
Exp Realty, Inc
Ucpm, Inc
Missionary
Mugsy Dogs
Gilbert Public Schools
Full Time Student
Disclosures
Please visit the SEC profile of Jacob Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Terra Wealth
Chandler, AZ
High Point, NC
Murfreesboro, TN
Wausau, WI
Gilbert, AZ
San Tan Valley, AZ
High Point, NC
Mesa, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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