JH
Jered R. Hunt
PREVAIL INNOVATIVE WEALTH ADVISORS
LEAWOOD, KS 66224
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CRD#: 5699129
JH
Professional summary
Jered Roger Hunt, who also goes by Jered R Hunt, is a registered financial advisor currently at PREVAIL INNOVATIVE WEALTH ADVISORS, LLC located in Leawood, Kansas.
Jered is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jered has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jered R 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) AMERICAN ACADEMY OF FAMILY PHYSICIANS INSURANCE SERVICES, INC."AAFP" | INVESTMENT RELATED: NO | POSITION HELD: EXECUTIVE PROGRAM ADMINISTRATOR, CORPORATE SECRETARY OF AAFP INSURANCE SERVCIES, INC | ADDRESS: 11400 TOMAHAWK CREEK PKWY, LEAWOOD, KS, 66211 | START DATE: 7/11/2018 | NATURE OF ACTIVITY: INSURANCE AGENCY | APPROX HRS PER MTH: 160 HRS | APPROX TRADING HRS PER MTH: 8 HRS | DESCRIPTION OF DUTIES: OVERSEE INSURANCE OPERATIONS, CONSULT WITH CLIENTS ON LIFE AND DISABILITY INSURANCE, AGENCY MARKETING, ADMINISTRATION. I AM ALSO AN OFFICER (SECRETARY) OF THE CORPORATION, AAFP INSURANCE SERVICES, INC. THIS ENTAILS PREPARATION AND REPORTING DUTIES FOR OUR SEMI-ANNUAL BOARD OF DIRECTORS MEETING AND I AM AN AUTHORIZED SIGNER ON THE AGENCY BANK ACCOUNTS. 2) PIWA-II, LLC - Non-voting member with limited interest. Represents PIWA-II's for certain financial services. He spends 1 hour month/week on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jered Roger 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®
NoneExperience
Current
October 29, 2020 - Present
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Office #1: 4745 W. 136 Street, Leawood, KS 66224RIA
CRD#: 288641
LEAWOOD, KS
Past
February 15, 2017 - November 18, 2018
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
RAYMORE, MO
Past
October 21, 2016 - November 18, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
RAYMORE, MO
Past
January 12, 2016 - September 7, 2016
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
OVERLAND PARK, KS
Past
April 28, 2015 - September 7, 2016
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
OVERLAND PARK, KS
Past
November 18, 2014 - April 7, 2015
WADDELL & REED
RIA
CRD#: 866
INDEPENDENCE, MO
Past
November 18, 2014 - April 7, 2015
WADDELL & REED
BD
CRD#: 866
INDEPENDENCE, MO
Past
April 16, 2014 - June 27, 2014
WADDELL & REED
BD
CRD#: 866
INDEPENDENCE, MO
Past
January 1, 2010 - December 16, 2013
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
INDEPENDENCE, MO
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".
PI
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LF WEALTH ADVISORS | PREVAIL RETIREMENT SOLUTIONS | PREVAIL IWA | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LF WEALTH ADVISORS, LLC
CRD#: 288641 / SEC#: 801-123758
RIA
Registered Investment Advisory firm - (4/19/2022 Approved)Kansas
Registered Investment Advisory firm - (4/20/2022 Terminated)Missouri
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/20/2022 Terminated)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
Kansas(10/29/2020)
IAR
Missouri(10/29/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PI
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LF WEALTH ADVISORS | PREVAIL RETIREMENT SOLUTIONS | PREVAIL IWA | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LF WEALTH ADVISORS, LLC
CRD#: 288641 / SEC#: 801-123758
RIA
Registered Investment Advisory firm - (4/19/2022 Approved)Kansas
Registered Investment Advisory firm - (4/20/2022 Terminated)Missouri
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4745 W. 136th Street, Leawood, KS 66224
Mailing Address
Phone number
(913) 295-9500
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,953 |
| AUM (Assets Under Management) | $ 815,418,771 |
Red Flags
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