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Jeannette Lorraine Thomas

Advisor at Hulsey Capital Management, Inc. — Farmington, AR

Updated today

Credentials

Series 66

Experience

15 years

Location

Farmington, AR

Hulsey Capital Management, Inc.

Independent

Total advisors

1

Clients per advisor

83 Very High

Avg AUM per client

$1,329,583 Very High

HNW client ratio

28% Typical

About

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Client services

Based on Hulsey Capital Management, Inc.

Financial planning Portfolio management

Expertise

Based on Hulsey Capital Management, Inc.

Wealth management College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0+: 1.00% annually for equity securities $0+: 0.50% annually for fixed income investments $0+: 0% for cash or cash equivalents

Commissions

Insurance commissions earned by some advisory persons (separate and in addition to advisory fees)

Other

Fee-only: Fees based on percentage of assets under management; no commissions received by the advisor

Location

Farmington, AR

Farmington AR

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

15 years of industry experience

Burton Eddington Jr, CPA, Inc

2019 - Present • 7 years

Heber Springs, AR

Hulsey Capital Management, Inc.

2015 - Present • 11 years

Heber Springs, AR

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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Series 63, Series 66, Series 65

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James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.

Wealth management
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Fayetteville, AR

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Real estate investing Annuities General tax planning
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Options & derivatives strategies Active portfolio management
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Options & derivatives strategies Annuities
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Series 63, Series 65

Fayetteville, AR

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Options & derivatives strategies Annuities
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