TrueAdvisor
TrueAdvisor
JH
JH

Jeffrey Douglas Hackett

Provident Wealth Advisors, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Provident Wealth Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

Magnolia, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Provident Wealth Advisors, LLC
August 2025 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
August 2021 - March 2025 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2021 - August 2025 · 4 yrs
Morgan StanleyBroker
October 2018 - July 2020 · 1 yr 9 mos
Morgan Stanley
October 2018 - July 2020 · 1 yr 9 mos
J.P. Morgan Securities LLC
December 2017 - October 2018 · 10 mos
J.P. Morgan Securities LLCBroker
December 2017 - October 2018 · 10 mos
Wells Fargo Clearing Services, LLC
July 2016 - November 2017 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
VALIC Financial Advisors, INC.Broker
November 2014 - April 2016 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.