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JH

Jason L. Hughart

FOURPATH CAPITAL MANAGEMENT
OKLAHOMA CITY, OK 73142
Some features on this profile are disabled
CRD#: 5127785
JH

Professional summary

Jason Lee Hughart, CFP® is a registered financial advisor currently at FOURPATH CAPITAL MANAGEMENT, LLC located in Oklahoma City, Oklahoma.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
FARM AND AGRICULTURE PRODUCTION; NOT INV RELATED; TUTTLE, OK; HAY AND CATTLE; 100% OWNERSHIP; START 4/18/2016; 10 HOURS PER MONTH, 0 DURING TRADING; FARM OWNER/OPERATOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Hughart'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

July 18, 2024 - Present

FOURPATH CAPITAL MANAGEMENT, LLC

Office #1: 4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
RIA
CRD#: 313573
OKLAHOMA CITY, OK
Past

August 30, 2013 - July 17, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EDMOND, OK
Past

August 30, 2013 - July 17, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EDMOND, OK
Past

June 1, 2009 - September 6, 2013

MORGAN STANLEY

RIA
CRD#: 149777
OKLAHOMA CITY, OK
Past

June 1, 2009 - September 6, 2013

MORGAN STANLEY

BD
CRD#: 149777
OKLAHOMA CITY, OK
Past

September 18, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
OKLAHOMA CITY, OK
Past

April 19, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
OKLAHOMA CITY, OK

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".
FC
FOURPATH CAPITAL MANAGEMENT, LLC
FOURPATH CAPITAL MANAGEMENT, LLC | REUTERJAMES WEALTH MANAGEMENT | REUTER JAMES WEALTH MANAGEMENT, LLC | PROSPERA PRIVATE WEALTH, LLC

CRD#: 313573 / SEC#: 801-120960

RIA
Registered Investment Advisory firm - (4/26/2021 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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(7/18/2024)
IAR
Texas
(7/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2006
General Securities Representative Examination

Current Firm

FC
FOURPATH CAPITAL MANAGEMENT, LLC
FOURPATH CAPITAL MANAGEMENT, LLC | REUTERJAMES WEALTH MANAGEMENT | REUTER JAMES WEALTH MANAGEMENT, LLC | PROSPERA PRIVATE WEALTH, LLC

CRD#: 313573 / SEC#: 801-120960

RIA
Registered Investment Advisory firm - (4/26/2021 Approved)
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Contact information

Main Address
4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
Mailing Address
Phone number
(405) 253-6080
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (12 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

FOURPATH CAPITAL MANAGEMENT FORM ADV WRAP BROCHURE (2/20/2025)
FOURPATH CAPITAL MANAGEMENT FORM ADV PART 2A BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts2,197
AUM (Assets Under Management)$ 931,104,788

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

FOURPATH CAPITAL MANAGEMENT, LLC

CRD#: 313573Oklahoma City, OK 73142

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