Jered Hunt
Jered Hunt is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 13 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 769 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1000K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
4745 W. 136 Street, Leawood, KS, 66224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jered is an executive program administrator and corporate secretary for AAFP Insurance Services, Inc., an insurance agency, dedicating full-time hours to overseeing insurance operations and consulting with clients on life and disability insurance. He also spends minimal time as a non-voting member with limited interest representing PIWA-II's for certain financial services.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Waddell & Reed
Waddell & ReedBroker
Waddell & ReedBroker
Farmers Financial Solutions, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.