JJ
Jake R. Jalufka
HILL COUNTRY GROUP
Shiner, TX
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CRD#: 6630387
JJ
Professional summary
Jake Robert Jalufka is a registered financial advisor currently at HILL COUNTRY GROUP located in Shiner, Texas.
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jake has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
No. 1) Name of Business: Legacy International. Non-Investment related. Address: 2101 Lakeway Blvd., Suite 130, Austin, TX 78734. Nature of Business: Real Estate developments. Commercial/residential. Position/Title/Relationship: Employee. Hours per month: 150. Hours per month during Securities trading hours: 75. Duties/Responsibilities: Manage the operations for the real estate development projects.
No. 2) Name of Business: Westpark Wealth Advisors, Inc. Investment related. Address: 10205 Westheimer Rd., Suite 500, Houston, TX 77042. Nature of Business: DBA for Investment and financial planning services. Position/Title/Relationship: IAR. Hours per month: 10. Hours per month during Securities trading hours: 40. Duties/Responsibilities: Provide investment related advice and financial planning to clients.
No. 3) Name of Business: Hill Country Group. Investment related. Address: 2 Spencer Rd., Suite 102, Boerne, TX 78006. Nature of Business: DBA for providing insurance solutions to clients. Position/Title/Relationship: Consultant. Hours per month: 15. Hours per month during Securities trading hours: 4. Duties/Responsibilities: Provide insurance to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jake Robert Jalufka'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®
NoneExperience
Current
April 9, 2020 - Present
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.
BD
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
BD
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".
HC
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)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
Texas(4/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HC
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)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 830 |
| AUM (Assets Under Management) | $ 152,051,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
