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JH

Jonathan Scott Hurd

INCRED WEALTH
Holbrook, NY
·CRD# 4159864·26 years experience

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

Advisory Accounts Only

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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

INCRED WEALTH INC.·CRD# 336840
RIA
1. 4250 Veterans Memorial Highway Suite 420e, Holbrook, NY 117412. 12 East 49th Street Floor 11, Office 1109, New York, NY 10017
December 24, 2025 - Present
JM FINANCIAL SECURITIES, INC.·CRD# 166504
BD
1177 Avenue Of The Americas 5th Floor Office No. 5045 And 5046, New York, NY, 10036
June 25, 2019 - Present
ICBC STANDARD SECURITIES INC.·CRD# 35560
BD
1185 Avenue Of The Americas 15th Floor, New York, NY, 10036
August 30, 2019 - Present
ZL ZENITHAR (USA)·CRD# 321941
BD
1330 Avenue Of The Americas 23rd Floor, New York, NY 10019
April 1, 2026 - Present
INCRED SECURITIES INC·CRD# 337237
BD
1. 12 E 49th Street Floor 11, Office 1111, New York, NY 100172. 12 E 49th Street, Floor 11 Office 1111, New York, NY 10017
April 20, 2026 - Present
JM FINANCIAL PRIVATE WEALTH, INC.·CRD# 341113
RIA
New York, NY
June 2, 2026 - August 14, 2026
YORKVILLE IVES & CO., LLC·CRD# 330480
BD
Mountainside, NJ
April 3, 2025 - June 11, 2025
REMSENBURG SECURITIES, LLC·CRD# 322870
BD
New York, NY
November 7, 2024 - April 25, 2025
EXEMPLAR CAPITAL, LLC·CRD# 155786
BD
Boston, MA
October 24, 2023 - March 14, 2025
USREM SECURITIES LLC·CRD# 317571
BD
New York, NY
March 1, 2023 - November 26, 2024
FAMILY INVESTORS COMPANY·CRD# 1785
BD
Fanwood, NJ
October 7, 2022 - March 1, 2024
RMB SECURITIES (USA) INC.·CRD# 314958
BD
New York, NY
March 3, 2022 - September 10, 2025
FAMILY INVESTORS COMPANY·CRD# 1785
BD
Fanwood, NJ
August 6, 2020 - October 7, 2022
STANDARD NEW YORK, INC.·CRD# 173725
BD
New York, NY
April 2, 2019 - February 7, 2024
BRG CAPSTONE CAPITAL ADVISORS·CRD# 282519
BD
Nashville, TN
February 27, 2019 - October 30, 2020
IQ CAPITAL (USA) LLC·CRD# 283405
BD
New York, NY
January 11, 2017 - September 7, 2021
SITUS CAPITAL MANAGEMENT LLC·CRD# 159007
BD
Atlanta, GA
March 7, 2014 - January 13, 2016
FOCUSPOINT PRIVATE CAPITAL GROUP·CRD# 122341
BD
New York, NY
January 16, 2013 - March 27, 2014
CAPITAL ASSET ADVISORS, INC.·CRD# 19607
BD
Oyster Bay, NY
December 17, 2012 - February 16, 2018
SWEDBANK SECURITIES US, LLC·CRD# 141190
BD
New York, NY
April 17, 2012 - December 11, 2020
A.B. WATLEY DIRECT, INC.·CRD# 18663
BD
New York, NY
October 7, 2010 - May 31, 2012
MEREDITH WHITNEY SECURITIES, LLC·CRD# 110665
BD
New York, NY
February 18, 2010 - August 28, 2013
VERITION SECURITIES LLC·CRD# 150918
BD
Greenwich, CT
February 12, 2010 - May 20, 2010
HCFP/CAPITAL MARKETS LLC·CRD# 149111
BD
New York, NY
October 6, 2009 - December 1, 2009
AURIGA USA, LLC·CRD# 121731
BD
New York, NY
June 10, 2009 - February 25, 2019
STONECASTLE SECURITIES, LLC·CRD# 131211
BD
New York, NY
March 9, 2009 - March 3, 2011
JEFFERSON NATIONAL SECURITIES CORPORATION·CRD# 47582
BD
Columbus, OH
February 4, 2009 - May 9, 2018
TERWIN CAPITAL, LLC·CRD# 122463
BD
New York, NY
January 26, 2006 - November 13, 2008
CAPITAL ONE INVESTMENT SERVICES LLC·CRD# 25658
BD
Melville, NY
January 3, 2005 - January 17, 2006
GREENPOINT SECURITIES LLC·CRD# 127042
BD
Lake Success, NY
December 9, 2003 - January 3, 2005
ESSEX NATIONAL SECURITIES, LLC·CRD# 25454
RIA
Lake Success, NY
June 24, 2003 - January 5, 2004
ESSEX NATIONAL SECURITIES, LLC·CRD# 25454
BD
Napa, CA
December 3, 2001 - January 5, 2004
JOSEPH GUNNAR & CO. LLC·CRD# 24795
BD
Uniondale, NY
April 12, 2000 - November 7, 2001

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Current Firm

IW
INCRED WEALTH INC.

INCRED WEALTH INC.

CRD#: 336840
New York
Registered Investment Advisory firm - New York (12/24/2025 Approved)

Contact Information

Main Address

12 East 49th Street Floor 11, Office 1109, New York, NY 10017

Mailing Address

12 East 49th Street Floor 11, Office 1109, New York, NY 10017

Phone Number

+1 (917) 277-4339

# of Employees

4

Documents

Latest Form ADV

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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.

Asgard Regulatory Group, LLC ("Asgard"): (i) non-investment-related; (ii) Holbrook, NY; (iii) regulatory compliance and risk management services; (iv) CEO; (v) 08/2008; (vi) approx. 150 hours per month; (vii) approx. 150 hours per month during trading hours; and (viii) act in a senior role with authority over business as well as serving through Asgard as a Chief Compliance Officer or other registered roles which are reflected within registration history. Intelligent Bio Solutions, Inc.: (i) non-investment-related; (ii) New York, NY; (iii) life sciences; (iv) non-executive director; (v) 09/2018; (vi); approx. 5 hours per month; (vii) approx. 1-2 hours per month during trading hours; and (viii) participates in Board meetings. RMB Securities (USA) Inc: (i) investment-related; (ii) New York, NY; (iii) broker-dealer; (iv) non-executive Director; (v) 07/2022; (vi); approx. 5 hours per month; (vii) approx. 0 hours per month during trading hours; and (viii) participates in Board meetings.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(6/25/2019)
RR
New York
(6/25/2019)
IAR
New York
(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 66 — Uniform Combined State Law Examination

Passed Oct 2025About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2000About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Apr 2026About the Series 82TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed May 2001

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 2003About the Series 27 exam

Series 53 — Municipal Securities Principal Examination

Passed Apr 2003About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Apr 2000About the Series 24 exam
FINRA
SRO 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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JH
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