JH
Jason E. Hurta
FULCRUM WEALTH MANAGEMENT
New Braunfels, TX
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CRD#: 2970422
JH
Professional summary
Jason Edward Hurta is a registered financial advisor currently at FULCRUM WEALTH MANAGEMENT located in New Braunfels, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PROVIDENCE WEALTH MANAGEMENT - DBA 2. INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE:
06/1999 - LOCATED AT 329 E ZINK ST, NEW BRAUNFELS, TX 78130 3. SECURITIES AMERICA ADVISORS -
INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 04/2014 - LOCATED AT 329 E ZINK ST, NEW
BRAUNFELS, TX 78130 4. JASON HURTA - LANDLORD - NUMBER OF HOURS: 1 - START DATE: 06/2013 -
DESCRIPTION: MY PROPERTY HAS THREE HOUSES. ONE OF THE HOUSES IS RENTED TO MY MOTHER-IN-LAW FOR
$400/MONTH. AFLAC INSURANCE POSITION: Sales NATURE: Aflac INVESTMENT RELATED: No NUMBER OF HOURS: 2
SECURITIES TRADING HOURS: 1 START DATE: 11/01/2018 ADDRESS: 329 E Zink Street, New Braunfels TX 78130,
United States DESCRIPTION: If clients are interested, I will offer accident policies and disability insurance through
Aflac. This will be a supplemental service I offer and will not interfere with my investment advisory duties.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Edward Hurta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 22, 2019 - Present
FULCRUM WEALTH MANAGEMENT
RIA
CRD#: 159099
New Braunfels, TX
Past
April 28, 2014 - January 10, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NEW BRAUNFELS, TX
Past
April 28, 2014 - January 10, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
NEW BRAUNFELS, TX
Past
February 16, 2010 - April 29, 2014
WFG ADVISORS, LP
RIA
CRD#: 125073
NEW BRAUNFELS, TX
Past
February 16, 2010 - April 29, 2014
WFG INVESTMENTS, INC.
BD
CRD#: 22704
NEW BRAUNFELS, TX
Past
September 19, 2006 - February 22, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW BRAUNFELS, TX
Past
September 19, 2006 - February 22, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NEW BRAUNFELS, TX
Past
May 12, 2005 - September 18, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
EDNA, TX
Past
September 12, 2003 - September 18, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
EDNA, TX
Past
January 20, 1999 - September 12, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FULCRUM WEALTH MANAGEMENT
BROCKMAN CAPITAL | WFG KINGWOOD | PROVIDENCE WEALTH MANAGEMENT | FULCRUMEQ | FULCRUM WEALTH MANAGEMENT | FULCRUM EQUITY MANAGEMENT, LLC | FULCRUM EQUITY MANAGEMENT | FULCRUM EQ
CRD#: 159099 / SEC#: 801-79524
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Alabama
Registered Investment Advisory firm - (4/10/2014 Terminated)Georgia
Registered Investment Advisory firm - (4/10/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/10/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/10/2014 Terminated)Texas
Registered Investment Advisory firm - (4/10/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/22/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
FW
FULCRUM WEALTH MANAGEMENT
BROCKMAN CAPITAL | WFG KINGWOOD | PROVIDENCE WEALTH MANAGEMENT | FULCRUMEQ | FULCRUM WEALTH MANAGEMENT | FULCRUM EQUITY MANAGEMENT, LLC | FULCRUM EQUITY MANAGEMENT | FULCRUM EQ
CRD#: 159099 / SEC#: 801-79524
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Alabama
Registered Investment Advisory firm - (4/10/2014 Terminated)Georgia
Registered Investment Advisory firm - (4/10/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/10/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/10/2014 Terminated)Texas
Registered Investment Advisory firm - (4/10/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5465 Legacy Dr. Suite 650, Plano, TX 75024
Mailing Address
Phone number
(888) 304-6942
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 800 |
| AUM (Assets Under Management) | $ 189,975,946 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
