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JH

Jennifer P. Hunt

EDGELINE CAPITAL.
Los Angeles, CA 90049
Some features on this profile are disabled
CRD#: 4578885
JH

Professional summary

Jennifer Phelps Hunt is a registered financial professional currently at EDGELINE CAPITAL, LLC. located in Los Angeles, California.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2002. Jennifer has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jennifer Phelps 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

January 3, 2011 - Present

EDGELINE CAPITAL, LLC.

Office #1: 11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049Office #2: 11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
BD
CRD#: 152774
Los Angeles, CA
Past

November 13, 2009 - December 31, 2010

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
BEVERLY HILLS, CA
Past

September 13, 2004 - November 19, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SUDBURY, MA
Past

December 19, 2002 - July 11, 2005

LOOMIS, SAYLES & COMPANY, L.P.

RIA
CRD#: 105377
BOSTON, MA
Past

October 6, 2002 - August 27, 2004

LOOMIS SAYLES DISTRIBUTORS, L.P.

BD
CRD#: 41795
BOSTON, MA

State Registrations and Notice Filings

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

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
New York
(1/12/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 1/9/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

EC
EDGELINE CAPITAL, LLC.
EDGELINE CAPITAL, LLC.

CRD#: 152774 / SEC#: , 8-68475

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Mailing Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Phone number
(310) 442-0595
Established
Delaware since 08/26/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EDGELINE CAPITAL PARTNERS, LLCOWNER
EPSTEIN, DAN JAYMANAGING DIRECTOR2625166
FISHER, DAMON SCOTTPRESIDENT/MANAGING MEMBER1948121
UCCIFERRI, LOUIECCO/FINOP1156956

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

EDGELINE CAPITAL, LLC.

CRD#: 152774Los Angeles, CA 90049

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