Ethan Jeremy Hundley

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → 04/2018
  H.D. Vest Investment Services
  Newton, NJ
• 01/2001 → 03/2018
  Hundley Burn, Llc
  Mt. Olive, NJ
• 04/2018 → 11/2024
  The Investment Center Inc
  Chester, NJ
• 04/2018 → 11/2024
  Ic Advisory Services Inc
  Chester, NJ
• 11/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 03/2018 → Present
  Hundley Advisors Llc
  Chester, NJ

Previous Registrations

• 2018-04-17 → 2024-12-13
  Ic Advisory Services, Inc.
  Chester, NJ
  Bedminster, NJ
• 2002-07-03 → 2018-04-03
  Avantax Advisory Services
  Newton, NJ

Other Businesses

1. MARKET AMERICA. DISTRIBUTOR ONLY. SALE OF HEALTH AND WELLNESS PRODUCTS. VITAMIN SUPPLEMENTS, PERSONAL CARE. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. OWN >60% STACK. ESTABLISHED 06/2009. 2. WARNER FINANCIAL GROUP. INSURANCE SALES, FIXED, LIFE, HEALTH, DISABILITY. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%.ESTABLISHED 2009. 3. EMERSON REID. HEALTH INSURANCE COMMISSIONS FOR SALES WITH JOINT AGENCY. LIFE, DISABILITY, FIXED. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. ESTABLISHED 01/2016. 4. HUNDLEY BURN LLC.DBA. CHIEF TAX AND ACCOUNTING OFFICER. OVERSEE ALL TAX AND ACCOUNTING FUNCTIONS OF COMPANY. DEVOTE >60%. ANNUAL INCOME >60%. OWN 100% OF STOCK AS OF 05/2015. 5. HUNDLEY ADVISORS, LLC. BUSINESS ACCOUNTING AND TAX SERVICES. TAX PLANNING AND BUSINESS COACHING, OVERSIGHT OF TAX PREPARATION AND BUSINESS ACCOUNTING PROCESSES. OVERSIGHT OF TAX AND ACCOUNTING FIRM OPERATIONS. OWN 100% STOCK. DEVOTE 41% TO 60%. ANNUAL INCOME 41% TO 60%. ESTABLISHED 03/16/2018. 6. NJ CHAPTER NATIONAL ASSOCIATION OF TAX PROFESSIONALS . CHARITY.NON-PROFIT. TREASURER:INCOMING DEPOSITS, OUTGOING CHECKS, RECONCILE BANK, PREPARE BUDGET AND FINANCIAL REPORT TO NATIONAL ORGANIZATION AND LOCAL BOARD OF DIRECTORS, ANNUAL TO MEMBERS. TIME DEVOTED:1-20% ANNUAL INCOME:1-20%. DATE ESTABLISHED 12/15/22. 2. SMALL BUSINESS WELLNESS FOUNDATION POSITION: President NATURE: Non Profit Corporation 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 1 Mill Ridge Lane, Suite 201A, Chester NJ 07930, United States DESCRIPTION: Communicate with businesses for potential future donations to assist small business community with education, resources and grants 3. LIFE INSURANCE SALES POSITION: Agent NATURE: Sole Proprietorship - Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2026 ADDRESS: 1 Mill Ridge Lane, Suite 201A, Chester NJ 07930, United States DESCRIPTION: Life Insurance discussion and needs analysis with client, researching proper coverage for client needs, recommending specific insurance carrier and policy type, presenting policy to client describing features and benefits suitable for their needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-08

Other Names

• Ethan Jeremy Hundley