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Jona Husbands

Advisor at The Archer Consulting Group, LLC

Updated today

Location

Thibodaux, LA 70301

Credentials

Series 63, Series 65

Industry experience

21 years

About

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Client services

Based on The Archer Consulting Group, LLC

Financial planning Portfolio management

Expertise

Based on The Archer Consulting Group, LLC

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

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Fee options

Fixed

Fixed fees for standalone financial planning, mutually agreed upon and payable 50% upfront and 50% on delivery

Percentage

$0 - $10,000,000: 0.75% annually $10,000,001 - $15,000,000: 0.60% annually $15,000,001 - $20,000,000: 0.50% annually $20,000,001 - $25,000,000: 0.40% annually $25,000,001+: 0.30% annually

Project-based

$250 per hour for additional consulting beyond initial 90 days support after financial plan presentment

Other

Account minimum: $1,000,000 Minimum fee: Minimum fee for qualified retirement plan consulting services is negotiable Fee-only: Investment management fees charged as a wrap fee program (inclusive of brokerage commissions and transaction costs); standalone financial planning fees fixed or hourly; hourly consulting fees $250/hour

Location

814 Canal Blvd

Thibodaux, LA 70301

Most active in

Louisiana · Texas

Work history

The Archer Consulting Group, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

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Thibodaux, LA

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Thibodaux, LA

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Hunter T

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Thibodaux, LA

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Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Toby L

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Thibodaux, LA

Cwm, Llc

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David T

Series 63

Thibodaux, LA

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Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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