Jacob N. Guinn

Hfg Wealth Management, LLC

24 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Hfg Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

435 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$460.7M

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$15,000

Location

1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380

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History

Regulatory History (1)

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Customer Dispute

February 2017

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jacob works as an insurance agent, dedicating minimal time to this activity.

Employment History

Current Registrations

Hfg Wealth Management, LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

J.P. Morgan Securities LLC

January 2020 - April 2022 · 2 yrs 3 mos

J.P. Morgan Securities LLCBroker

January 2020 - April 2022 · 2 yrs 3 mos

LPL Financial LLC

December 2018 - December 2019 · 1 yr

LPL Financial LLCBroker

December 2018 - December 2019 · 1 yr

Bbva Wealth Solutions INC.

January 2014 - September 2018 · 4 yrs 8 mos

Bbva Securities INC.Broker

May 2013 - September 2018 · 5 yrs 4 mos

Bbva Compass Investment Solutions, INCBroker

April 2010 - May 2013 · 3 yrs 1 mo

Guaranty Brokerage Services, INC.Broker

July 2001 - December 2009 · 8 yrs 5 mos

Capital Brokerage CorporationBroker

April 2001 - July 2001 · 3 mos

Ids Life Insurance CompanyBroker

July 2000 - January 2001 · 6 mos

American Express Financial Advisors INC.Broker

July 2000 - January 2001 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.