Jeannette Thomas
Advisor at Hulsey Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hulsey Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Heber Springs, AR 72543
Credentials
Series 66
Industry experience
15 years
Jeannette Thomas is a financial advisor at Hulsey Capital Management, Inc. with 15 years of industry experience. She holds a Series 66 designation and is a part-owner of Burton Eddington Jr, CPA, Inc., where she provides seasonal accounting and planning assistance. Additionally, she maintains an independent insurance agent license, primarily to support her clients' insurance needs. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with a long-term investment approach tailored to each client’s goals, while also integrating financial planning and consulting into its wealth management services.
Based on Hulsey Capital Management, Inc.
$0+: 1.00% annually for equity securities $0+: 0.50% annually for fixed income investments $0+: 0% for cash or cash equivalents
Insurance commissions earned by some advisory persons (separate and in addition to advisory fees)
Fee-only: Fees based on percentage of assets under management; no commissions received by the advisor
411 W Searcy Street
Heber Springs, AR 72543
Arkansas · Texas
Burton Eddington Jr, CPA, Inc
2019 - Present (7 years)
Hulsey Capital Management, Inc.
2019 - Present (7 years)
Hulsey Capital Management, Inc.
2015 - Present (11 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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