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JH

James A. Hurt

BALLEW ADVISORS
Jackson, MS 39211
Some features on this profile are disabled
CRD#: 718099
JH

Professional summary

James Albert Hurt JR, ChFC®, CLU®, who also goes by Al Hurt, is a registered financial advisor currently at BALLEW ADVISORS INC located in Jackson, Mississippi.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. James has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Al Hurt

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 James Albert Hurt JR'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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

August 1, 1995 - Present

BALLEW ADVISORS INC

Office #1: 100 Vision Drive Suite 325, Jackson, MS 39211
RIA
CRD#: 110522
Jackson, MS
Past

August 20, 2002 - December 31, 2002

CHOICES INC

RIA
CRD#: 110524
JACKSON, MS
Past

September 22, 1993 - December 23, 2025

BALLEW INVESTMENTS, INC.

BD
CRD#: 32028
JACKSON, MS
Past

June 8, 1989 - September 22, 1993

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 3, 1987 - June 21, 1989

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

October 30, 1980 - October 6, 1987

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
BA
BALLEW ADVISORS INC
BALLEW ADVISORS INC | CONSILIUM CAPITAL, LLC | BALLEW RUSSELL INC

CRD#: 110522 / SEC#: 801-38978

RIA
Registered Investment Advisory firm - (6/21/1991 Approved)

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
Mississippi
(7/25/1997)

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 10/24/1980
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/2002
General Securities Principal Examination

Current Firm

BA
BALLEW ADVISORS INC
BALLEW ADVISORS INC | CONSILIUM CAPITAL, LLC | BALLEW RUSSELL INC

CRD#: 110522 / SEC#: 801-38978

RIA
Registered Investment Advisory firm - (6/21/1991 Approved)
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Contact information

Main Address
100 Vision Drive Suite 325, Jackson, MS 39211
Mailing Address
Phone number
(601) 368-3500
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALLEW ADVISORS, INC. FIRM BROCHURE FOR ACCOUNTS AT FIDELITY (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,752
AUM (Assets Under Management)$ 1,101,192,631

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.

Company Information

BALLEW ADVISORS INC

CRD#: 110522Jackson, MS 39211

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