Jonathan Scott Hurd
Professional Summary
Jonathan Scott Hurd is a registered financial advisor currently at INCRED WEALTH INC. located in Holbrook, New York and JM FINANCIAL SECURITIES, INC. located in New York, New York. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jonathan has worked at 31 firms and has passed the Series 66, Series 63, Series 82TO, Series 99TO, Series 57TO, Series 52TO, Series 79TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
INCRED WEALTH INC.
Contact Information
Main Address
12 East 49th Street Floor 11, Office 1109, New York, NY 10017Mailing Address
12 East 49th Street Floor 11, Office 1109, New York, NY 10017Phone Number
+1 (917) 277-4339# of Employees
4Documents
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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.
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State Registrations and Notice Filings
(6/25/2019)
(6/25/2019)
(12/24/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Apr 2026About the Series 82TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed May 2001SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Hurd's CRS (Customer Relationship Summary).
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