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Jacquelyn Hunt

Advisor at Equity Advisors, LLC

Updated today

Location

Zepher Cove, NV

Credentials

Series 63, Series 65

Industry experience

22 years

About

Jacquelyn Hunt is a financial advisor at Equity Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investment Inc. and Primerica Financial Services. Outside of her advisory role, she serves as Vice President of Tax Strategies Marketing, a business focused on tax minimization options. Equity Advisors, LLC provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis in its investment approach and offers discretionary management with periodic rebalancing and client-imposed restrictions.

Client services

Based on Equity Advisors, LLC

Portfolio management Selection of other advisers Consulting services

Expertise

Based on Equity Advisors, LLC

Options & derivatives strategies Tax strategies for small businesses Wealth management

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Fee options

Fixed

Consulting services fees negotiated individually, ranging from $1,000 to $100,000 (or higher in complex cases)

Percentage

Negotiated between 0.25% and 1.0% annually

Other

Account minimum: $100,000 Fee-only: Advisory fees negotiated individually, ranging from 0.25% to 1.0% annually for Equity Advisors fees; combined fees with third-party managers or AE Wealth platform not to exceed 2.0%

Location

Zepher Cove, NV

Most active in

California · Nevada · North Carolina

Work history

Equity Advisors

2020 - Present (6 years)

PFS Investment Inc.

2003 - 2020 (17 years)

Primerica Financial services

2003 - 2020 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Active portfolio management
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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Active portfolio management
user avatar

Joshua S

CFP®, Series 66

Zephyr Cove, NV

Wealth in Yourself LLC

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management Wealth management
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Steven S

CFP®, Series 63, Series 65

Minden, NV

Powerhouse Financial Advisors, Inc.

Steven Smit is a CFP® with 15 years of experience in financial services. He is the sole advisor at Powerhouse Financial Advisors, Inc. and has held roles at Parsonex Advisory Services, Parsonex Securities, BackNine Insurance and Financial Services, and Steven James Financial. Outside of advisory work, he is an author with a book distributed through online services. Powerhouse Financial Advisors operates as an investment manager serving individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan consulting, and pension services. The firm employs both fundamental and quantitative analysis, manages accounts on a discretionary basis, and frequently uses third-party sub-advised programs.

Options & derivatives strategies Annuities Private / alternative investments
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Kim N

Series 63, Series 66

Gardnerville, NV

Artience Capital Management, LLC

Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.

Wealth management
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Blair S

Series 65

Carson City, NV

Smith, Blair

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to investment management, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning primarily to individual clients, managing about $5.8 million in assets. The firm combines technical screening with value-oriented fundamental analysis, focusing on securities trading below intrinsic value and employing dollar-cost averaging for mutual funds.

Active portfolio management Wealth management
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