JH
Justin M. Hunter
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX 76092
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CRD#: 7222137
JH
Professional summary
Justin Matthew Hunter is a registered financial advisor currently at RIDGEWOOD WEALTH MANAGEMENT LLC located in Southlake, Texas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Justin has worked at 1 firm .
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.
Justin Hunter spends 160 hours per month, during securities trading hours, as the Senior Director of Finance at HealthMarkets, Inc. Located at 9151 Boulevard 26, North Richland Hills, Texas. This is a non-investment related position and he began his relationship with this entity in January 2004.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Matthew Hunter'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
February 19, 2020 - Present
RIDGEWOOD WEALTH MANAGEMENT LLC
Office #1: 180 State Street Suite 225, Southlake, TX 76092RIA
CRD#: 302033
Southlake, 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(2/19/2020)
Exams
Current Firm
RW
RIDGEWOOD WEALTH MANAGEMENT LLC
RIDGEWOOD WEALTH MANAGEMENT LLC
CRD#: 302033 / SEC#:
Texas
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Contact information
Main Address
180 State Street Suite 225, Southlake, TX 76092
Mailing Address
Phone number
(817) 301-5190
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 21,604,230 |
Red Flags
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