Laura J Caler

Employer firm

Exponent Wealth LLC CRD 334968

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 08/2017
  Apex Fun Run
  Los Angeles, CA
• 08/2016 → 01/2019
  Jacob Anthony Rust
  Provo, UT
• 04/2016 → 01/2019
  Northwestern Mutual Investment Services Llc
  Provo, UT
• 08/2019 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 03/2018 → 12/2018
  Apex Fun Run
  Los Angeles, CA
• 02/2019 → 08/2019
  Unemployed
  Lehi, UT
• 08/2021 → 07/2024
  Morgan Stanley Smith Barney Llc
  Provo, UT
• 07/2024 → 08/2024
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 07/2024 → 08/2024
  Portside Wealth Management
  Provo, UT
• 01/2026 → Present
  Exponent Wealth Llc
  Provo, UT
• 09/2024 → 01/2026
  Drive Wealth Management, Llc
  Lehi, UT

Previous Registrations

• 2021-08-18 → 2024-07-16
  Morgan Stanley
  Houston, TX
  Provo, UT
• 2019-09-26 → 2021-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Salt Lake City, UT
• 2016-10-04 → 2019-01-11
  Northwestern Mutual Investment Services, Llc
  Provo, UT
• 2009-06-01 → 2015-01-27
  Morgan Stanley
  Provo, UT
  Provo, UT
  Provo, UT
  Salt Lake City, UT
• 2008-12-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Provo, UT

Other Businesses

1) Hudson Oaks Wealth Management. Investment related. Provo, UT. Start date: July 2024. DBA for securities related activities. Registered Sales Assistant. Full time.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23

Other Names

• Laura Joellen Hurst
• Laura J Hurst
• Laura J Caler
• Laura Caler
• Laura Joellen Caler
• Laura Hurst