Jacquelyn C. Hunt

EQUITY ADVISORS

Genoa, NV

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CRD#: 4730308

Professional summary

Jacquelyn Carson Hunt is a registered financial advisor currently at EQUITY ADVISORS, LLC located in Genoa, Nevada.

Jacquelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jacquelyn has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Tax Strategies Marketing, 9120 Double Diamond Parkway, Reno, NV 89251, Vice President, Marketing business focused on tax minimization options, not investment-related, Start Date 09/16/2020 1 Hour per month. 1 Hour during trading hours. 2) Independent Insurance Sales, 2892 Cloundburst Canyon Drive, Genoa, NV, USA, 89411-1385, Insurance Agent, Appointed with various companies, Start Date: 02/2020, 2 Hour per month. 2 Hour during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelyn Carson 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®

None

Experience

Current

February 7, 2020 - Present

EQUITY ADVISORS, LLC

RIA

CRD#: 300031

Genoa, NV

Past

June 14, 2013 - February 6, 2020

PFS INVESTMENTS INC.

RIA

CRD#: 10111

DURHAM, NC

Past

March 4, 2004 - February 6, 2020

PFS INVESTMENTS INC.

CRD#: 10111

DURHAM, NC

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
(2/7/2020)

IAR

Nevada
(9/17/2020)

IAR

North Carolina
(2/7/2020)

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

State Security Law Exam

IAR

Series 65

Date: 8/16/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/3/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/27/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EQUITY ADVISORS, LLC

EQUITY ADVISORS, LLC | SHOCKWAVE ADVISORS | LIFELONG RETIREMENT CORP

CRD#: 300031 / SEC#:

California

Registered Investment Advisory firm - (2/8/2019 Approved)

Florida

Registered Investment Advisory firm - (3/5/2025 Approved)

Missouri

Registered Investment Advisory firm - (8/8/2019 Approved)

Nevada

Registered Investment Advisory firm - (6/18/2020 Approved)

New Jersey

Registered Investment Advisory firm - (5/22/2020 Approved)

North Carolina

Registered Investment Advisory firm - (11/6/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/2/2023 Approved)

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Contact information

Main Address

Zepher Cove, NV

Mailing Address

Phone number

(408) 261-2275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 34,248,743

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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Jacquelyn C. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EQUITY ADVISORS, LLC

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2011

Series 63

Date: 5/24/2004

SIE

Date: 10/1/2018

Series 6

Date: 3/3/2004

Series 26

Date: 11/27/2006

Current Firm

EQUITY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EQUITY ADVISORS, LLC

TRUST BUT VERIFY

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