Gustave J. Jursch

MIRAMONTES CAPITAL

Excondido, CA

CRD#: 6605385

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Professional summary

Gustave J Jursch, who also goes by Gus Jursch, Gustave Joseph Jursch, is a registered financial advisor currently at MIRAMONTES CAPITAL, LLC located in Excondido, California and FINALIS SECURITIES LLC located in New York, New York.

Gustave is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Gustave has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, Series 82TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gus Jursch | Gustave Joseph Jursch

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustave J Jursch'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®

None

Experience

Current

June 15, 2026 - Present

MIRAMONTES CAPITAL, LLC

RIA

CRD#: 264786

Excondido, CA

Current

February 28, 2023 - Present

FINALIS SECURITIES LLC

Office #1: 450 Lexington Ave., New York, NY 10017

CRD#: 305908

New York, NY

Past

November 6, 2024 - November 13, 2025

FINANCE WISDOM

RIA

CRD#: 325643

Carlsbad, CA

Past

February 17, 2016 - August 31, 2017

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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".

MIRAMONTES CAPITAL, LLC

CRD#: 264786 / SEC#: 801-110012

RIA

Registered Investment Advisory firm - (3/2/2017 Approved)

California

Registered Investment Advisory firm - (4/6/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/29/2026)

California
(3/1/2023)

IAR

California
(6/15/2026)

Nevada
(1/27/2026)

Oklahoma
(5/18/2023)

Texas
(4/15/2025)

Utah
(10/28/2024)

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

State Security Law Exam

IAR

Series 65

Date: 11/6/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 4/17/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 82TO

Date: 2/27/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 11/2/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/17/2016

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MIRAMONTES CAPITAL, LLC

CRD#: 264786 / SEC#: 801-110012

RIA

Registered Investment Advisory firm - (3/2/2017 Approved)

California

Registered Investment Advisory firm - (4/6/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2017 Terminated)

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Contact information

Main Address

4701 Teller Ave, Newport Beach, CA 92660

Mailing Address

Phone number

+1 (800) 460-1595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/19/2025)

WRAP FEE BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts	1,245
AUM (Assets Under Management)	$ 296,285,231

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

Gustave J. Jursch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustave J Jursch's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINALIS SECURITIES LLC

FINANCE WISDOM

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

MIRAMONTES CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2024

Series 63

Date: 2/6/2023

Series 79TO

Date: 4/17/2023

Series 82TO

Date: 2/27/2023

SIE

Date: 11/2/2022

Series 6

Date: 2/17/2016

FINRA

Current Firm

MIRAMONTES CAPITAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIRAMONTES CAPITAL, LLC

TRUST BUT VERIFY

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