Jeffrey D. Hackett

PROVIDENT WEALTH ADVISORS | Planning Consultant

The Woodlands, TX 77380

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CRD#: 6387401

Professional summary

Jeffrey Douglas Hackett, who also goes by Jeffrey Doug Hackett, Jeffrey Hackett, is a registered financial advisor currently at PROVIDENT WEALTH ADVISORS, LLC located in The Woodlands, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I help clients with an active planning approach to create a financial plan to work toward their financial needs and goals.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Doug Hackett | Jeffrey Hackett

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 Jeffrey Douglas Hackett'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

Education

Sam Houston State University

Bachelor of Business Administration - Economics

2014

Experience

Current

August 26, 2025 - Present

PROVIDENT WEALTH ADVISORS, LLC

Office #1: 25511 Budde Rd. Suite 1002, The Woodlands, TX 77380

RIA

CRD#: 157392

The Woodlands, TX

Past

March 31, 2025 - August 14, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MAGNOLIA, TX

Past

August 10, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

THE WOODLANDS, TX

Past

August 5, 2021 - August 14, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

THE WOODLANDS, TX

Past

October 12, 2018 - July 16, 2020

MORGAN STANLEY

RIA

CRD#: 149777

THE WOODLANDS, TX

Past

October 12, 2018 - July 16, 2020

MORGAN STANLEY

CRD#: 149777

THE WOODLANDS, TX

Past

December 6, 2017 - October 25, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

THE WOODLANDS, TX

Past

December 6, 2017 - October 25, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

THE WOODLANDS, TX

Past

July 1, 2016 - November 29, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

THE WOODLANDS, TX

Past

June 10, 2016 - November 29, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

THE WOODLANDS, TX

Past

November 4, 2014 - April 28, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

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

Texas
(8/26/2025)

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 66

Date: 7/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/4/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PROVIDENT WEALTH ADVISORS, LLC

CRD#: 157392 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/29/2016 Approved)

Texas

Registered Investment Advisory firm - (6/15/2011 Approved)

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Contact information

Main Address

25511 Budde Rd. Suite 1002, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 466-4843

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

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Jeffrey D. Hackett

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Douglas Hackett's CRS (Customer Relationship Summary).

Certified licenses

Education

Sam Houston State University

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2016

Series 63

Date: 10/22/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2016

Series 6

Date: 11/4/2014

Current Firm

PROVIDENT WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

PROVIDENT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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