Jordan Hunkins

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

New Concord, OH 43762

Credentials

Series 66

Industry experience

7 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance

Occupation focus

Founder/Business Owner

Location

4 East Main Street

New Concord, OH 43762

Most active in

Ohio · Texas

Work history

Edward Jones

2019 - Present (7 years)

Unemployed

2018 - 2019 (1 year)

Edward Jones

2018 - 2018 (1 year)

OneMain Financial

2017 - 2017 (1 year)

Bethany College

2014 - 2018 (4 years)

Bethany College

2014 - 2018 (4 years)

Disclosures

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

Business activities & affiliations

user avatar

Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Grant B

Series 63, Series 65

Cambridge, OH

Janney Montgomery Scott

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner

Matthew L

Series 66

Cambridge, OH

Edward Jones

Retirement income strategy General retirement planning Oil & Gas

Steven M

Series 66

Cambridge, OH

Edward Jones

Retirement income strategy

Hanna L

Series 66

Zanesville, OH

Merrill

Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she has been helping clients organize and maximize their financial lives since joining in 2015. She is part of the Conley, Maxwell, Luburgh & Ward Wealth Management team based in Zanesville, Ohio, working alongside advisors Seth Conley, Dan Maxwell, and Marissa Ward, supported by three client associates. Hanna focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most to them. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Hanna holds a Bachelor's Degree from The University of Akron and is a Personal Investment Advisor (PIA). She serves as a member of the Genesis HealthCare Foundation Board and is involved in the community as the Zanesville City Half Marathon Race Director. Outside of her professional career, Hanna lives in Zanesville with her husband, daughter, and two Siberian Huskies. She enjoys basketball, golfing, and running, reflecting her personal drive and commitment to health and fitness.

General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Women Professionals
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