Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Taylor Hunt is a registered Investment Advisor Representative with Terra Wealth. Jacob has been in the industry since 2019 and has experience working as a Real Estate Brokerage and Account Executive. Jacob is licensed in Arizona and holds the Series 65 license. Jacob specializes in providing financial planning, selection of other advisors, and portfolio management services. Jacob has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
03/20/2023 - Present
Terra Wealth (HIGH POINT NC)
IA
Issued 02/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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