Jake R. Jalufka

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CRD#: 6630387

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jake Robert Jalufka was a registered financial professional .

Jake is a previously registered financial professional and started their career in finance in 2016. Jake had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 9, 2020 - January 5, 2026

HILL COUNTRY GROUP

RIA

CRD#: 307376

Shiner, TX

Past

March 27, 2019 - March 25, 2020

WESTPARK WEALTH ADVISORS, INC.

RIA

CRD#: 130914

Boerne, TX

Past

March 14, 2019 - November 12, 2020

CALTON & ASSOCIATES, INC.

CRD#: 20999

Boerne, TX

Past

November 1, 2016 - November 12, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN ANTONIO, TX

Past

June 27, 2016 - November 12, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN ANTONIO, TX

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".

HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675

RIA

Registered Investment Advisory firm - (11/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/7/2022 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 7/15/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/2016

General Securities Representative Examination

Current Firm

HILL COUNTRY GROUP

HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC

CRD#: 307376 / SEC#: 801-122675

RIA

Registered Investment Advisory firm - (11/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/7/2022 Terminated)

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Contact information

Main Address

2 Spencer Road Suite 102, Boerne, TX 78006

Mailing Address

Phone number

(830) 815-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - HILL COUNTRY GROUP (2/3/2026)

FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE - HILL COUNTRY GROUP (2/3/2026)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 175,519,460

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

Jake R. Jalufka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HILL COUNTRY GROUP

WESTPARK WEALTH ADVISORS, INC.

CALTON & ASSOCIATES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

HILL COUNTRY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/24/2016

Current Firm

HILL COUNTRY GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILL COUNTRY GROUP

TRUST BUT VERIFY

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