Donna Hunt

DJ HUNT PRIVATE CLIENT GROUP

Carlsbad, CA

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CRD#: 2564035

Professional summary

Donna Hunt, CFP®, who also goes by Donna Jane Elrod, Donna Jane Hunt, is a registered financial advisor currently at DJ HUNT PRIVATE CLIENT GROUP located in Carlsbad, California.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Donna has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Jane Elrod | Donna Jane Hunt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Hunt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 3, 2000 - Present

DJ HUNT PRIVATE CLIENT GROUP

RIA

CRD#: 118824

Carlsbad, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/3/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DJ HUNT PRIVATE CLIENT GROUP

CRD#: 118824 / SEC#:

California

Registered Investment Advisory firm - (7/3/2000 Approved)

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Contact information

Main Address

Carlsbad, CA

Mailing Address

Phone number

(707) 338-3931

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 20,185,315

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donna Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

DJ HUNT PRIVATE CLIENT GROUP

State Registrations and Notice Filings

Exams

Current Firm

DJ HUNT PRIVATE CLIENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DJ HUNT PRIVATE CLIENT GROUP

TRUST BUT VERIFY

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