AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

Jason S. Hester

BALEFIRE
Ridgeland, MS 39157
Some features on this profile are disabled
CRD#: 3174013
JH

Professional summary


Jason Simpson Hester is a registered financial advisor currently at BALEFIRE, LLC located in Ridgeland, Mississippi and INTEGRITY ALLIANCE, LLC. located in Ridgeland, Mississippi.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.AHAVA ENTERPRISES POSITION: Owner NATURE: Farming, Construction, and management consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 3692 Attala Road 4121, Sallis MS 39160, United States DESCRIPTION: CEO 2. BOSIE ROAD FARMS POSITION: Owner NATURE: Tree farming operation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 3692 Attala Road 4121, Sallis MS 39160, United States DESCRIPTION: Manual Labor 3.NAVITAS WEALTH ADVISORS POSITION: Owner NATURE: Estate planning, business succession planning and life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/15/2021 ADDRESS: 312 Draperton Drive Suite A, Ridgeland MS 39157, United States DESCRIPTION: VP, related duties to the business, marketing for the firm, consulting work related to business succcession

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason Simpson Hester's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 1, 2025 - Present

BALEFIRE, LLC

Office #1: 213 Draperton Drive Suite B, Ridgeland, MS 39157
RIA
CRD#: 168733
Ridgeland, MS
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 213 Draperton Drive Suite A, Ridgeland, MS 39157
RIA
BD
CRD#: 139627
Ridgeland, MS
Past

July 27, 2018 - November 3, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Ridgeland, MS
Past

March 22, 2017 - March 31, 2025

CSENGE ADVISORY GROUP, LLC

RIA
CRD#: 131167
Ridgeland, MS
Past

October 20, 2016 - July 31, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
RIDGELAND, MS
Past

April 14, 2000 - May 1, 2007

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
ROSEVILLE, CA
Past

February 1, 1999 - April 13, 2000

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX

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".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Mississippi
(4/1/2025)
RR
Mississippi
(11/3/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/8/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,527
AUM (Assets Under Management)$ 1,236,940,085

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BALEFIRE, LLC

CRD#: 168733Ridgeland, MS 39157

TRUST BUT VERIFY

Monitor Jason Hester

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Rebecca Lee Schneeberger
Rebecca SchneebergerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Ridgeland, MS
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics