Jacob
Hunt
Terra Wealth
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About this Advisor
Jacob Hunt is a financial advisor working in San Tan Valley, Arizona. Hunt is currently employed by Terra Wealth. Over the course of their career, Hunt has held roles at Exp Realty, Inc, Terra Wealth Management, LLC, Ucpm, Inc, Mugsy Dogs, Gilbert Public Schools, Missionary and Full Time Student. Hunt has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Arizona. Terra Wealth is a registered investment company operating out of High Point, NC. It has offices in 25 locations and a total of 62 employees. It handles $167 million in assets between its 1,648 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,648 client accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Terra Wealth provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is offered. However, fee types billed by Terra Wealth most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
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
Jacob has been registered as a financial advisor for 0 years.*
Terra Wealth Management, LLC
Exp Realty, Inc
Ucpm, Inc
Missionary
Mugsy Dogs
Gilbert Public Schools
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
High Point, NC
Murfreesboro, TN
Wausau, WI
Phoenix, AZ
High Point, NC
High Point, NC
High Point, NC
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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