Jonathan C. Hurm

NEXTGEN WEALTH DEFENSE LLC

LORAIN, OH 44053

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CRD#: 6501610

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Charles Hurm | Jonathan Hurm

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.

Licensed insurance agent; Not investment-related; 4636 Crossings Trail, Lorain OH, 44053; Insurance sales; Implementation of insurance recommendations; Approximately 16 hours per month; 8 during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Charles Hurm's 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

February 7, 2025 - Present

NEXTGEN WEALTH DEFENSE LLC

Office #1: 5445 Beavercrest Drive Suite 6, Lorain, OH 44053

RIA

CRD#: 334545

LORAIN, OH

Past

June 2, 2016 - October 17, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CLEVELAND, OH

Past

August 25, 2015 - October 17, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

CLEVELAND, OH

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

Ohio
(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

State Security Law Exam

IAR

Series 65

Date: 5/27/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/20/2017

General Securities Principal Examination

Current Firm

NEXTGEN WEALTH DEFENSE LLC

CRD#: 334545 / SEC#:

Ohio

Registered Investment Advisory firm - (2/6/2025 Approved)

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Contact information

Main Address

5445 Beavercrest Drive Suite 6, Lorain, OH 44053

Mailing Address

Phone number

(507) 219-1270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Jonathan C. Hurm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Charles Hurm's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXTGEN WEALTH DEFENSE LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2016

Series 63

Date: 8/14/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2015

Series 24

Date: 7/20/2017

Current Firm

NEXTGEN WEALTH DEFENSE LLC

Contact information

Documents

Red Flags

Company Information

NEXTGEN WEALTH DEFENSE LLC

TRUST BUT VERIFY

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