Jacob
Hunt

Terra Wealth

CRD#7706447
Investment Advisor
in San Tan Valley, AZ

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

San Tan Valley, AZ

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Terra Wealth Brokerage Details

Total Assets Under Management

$250,086,346

AZ Average: $3,625,019,099
Total Number of Employees

65

AZ Average: 22
Total Number of Accounts

2,158

AZ Average: 1,917
Average Account Size

$115,888

AZ Average: $1,890,985

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

2023 - Present (1 year)

Terra Wealth Management, LLC

2021 - Present (3 years)

Exp Realty, Inc

2019 - Present (5 years)

Ucpm, Inc

2017 - 2019 (2 years)

Missionary

2015 - 2017 (2 years)

Mugsy Dogs

2014 - 2014 (< 1 year)

Gilbert Public Schools

2012 - 2017 (5 years)

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

Eric Gauthier
Chandler, AZ
Michael Mcdonald
High Point, NC
Marcus White
Wausau, WI
Karter Doucette
Gilbert, AZ
Patrick Adams
Murfreesboro, TN
Taylor Thompson
Mesa, AZ
Jeffery Cole
High Point, NC
Rukmini Sunkara
High Point, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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