Jonathan Charles Hurm
Professional Summary
Jonathan Charles Hurm, who also goes by Jon Charles Hurm, Jonathan Hurm, is a registered financial advisor currently at NEXTGEN WEALTH DEFENSE LLC located in Lorain, Ohio. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Charles Hurm, Jonathan Hurm
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
NEXTGEN WEALTH DEFENSE LLC
Contact Information
Main Address
5445 Beavercrest Drive Suite 6, Lorain, OH 44053Phone Number
(440) 890-2026# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
52AUM (Assets Under Management)
$5,899,946Similar Advisors
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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
(2/7/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Charles Hurm's CRS (Customer Relationship Summary).
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