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JH

Jay R. Hunt

CETERA INVESTMENT ADVISERS LLC
Wheeling, WV 26003
Some features on this profile are disabled
CRD#: 4106827
JH

Professional summary


Jay Raymond Hunt, who also goes by Jay Raymond Hunt, Jay R Hunt, Jay Hunt, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wheeling, West Virginia and CETERA WEALTH SERVICES, LLC located in Wheeling, West Virginia.

Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jay has worked at 9 firms and has passed the Series 63, Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jay Raymond Hunt | Jay R Hunt | Jay 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.
1) JAY AND JODI HUNT POSITION: Owner NATURE: Single family home leased on an annual basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2017 ADDRESS: 156 Hilltopper Lane, West Liberty WV 26074, United States DESCRIPTION: ~; Advertise the property, obtain lease, oversee the property 2) GLESSNER SNODGRASS WEALTH MANAGMENT POSITION: Employee NATURE: ~; Investment Management for businesses and individuals Financial Planning Quallified Plan Consulting - 401ks, 403bs, etc. Service existing clients - investment reviews Individual and Business clients Education Meetings Qualified Plan Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2020 ADDRESS: 2084 National Road, Wheeling WV 26003, United States DESCRIPTION: ~; Prospecting/Sales for new client relationships. Onboard new clients Assist in establishing goals and objectives with the client, investment/portfolio selection Service clients to include investment review meetings and educaiton meetings for participants for qualified plan clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jay Raymond Hunt's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 9, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2084 National Road, Wheeling, WV 26003
RIA
CRD#: 105644
Wheeling, WV
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2084 National Road, Wheeling, WV 26003
BD
CRD#: 13572
WHEELING, WV
Past

March 31, 2021 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
WHEELING, WV
Past

January 7, 2021 - September 8, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Wheeling, WV
Past

July 27, 2011 - May 16, 2016

MCKINLEY CARTER WEALTH SERVICES, INC.

RIA
CRD#: 135184
WHEELING, WV
Past

October 30, 2007 - July 1, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
PITTSBURGH, PA
Past

October 29, 2007 - July 1, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSBURGH, PA
Past

January 21, 2005 - September 11, 2007

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
HOPWOOD, PA
Past

January 21, 2005 - September 11, 2007

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
HOPWOOD, PA
Past

November 24, 2003 - January 7, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BETHEL PARK, PA
Past

April 12, 2000 - January 7, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 17, 2000 - March 21, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 17, 2000 - January 7, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
West Virginia
(9/5/2025)
IAR
West Virginia
(9/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/28/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/22/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2003
Uniform Combined State Law Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Wheeling, WV 26003

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