JH
Jerry C. Hurt
MUTUAL OF OMAHA INVESTOR SERVICES
Phoenix, AZ
Some features on this profile are disabled
CRD#: 7298995
JH
Professional summary
Jerry C Hurt, who also goes by Jc Hurt, is a registered financial advisor currently at MUTUAL OF OMAHA INVESTOR SERVICES, INC. located in Phoenix, Arizona.
Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jerry has worked at 1 firm and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jc 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.
Insurance Agent - Start Date: 04/2021 - Non-investment Related - Insurance lines of business: Life and Health, Accident & Sickness, and Annuities - Hours/per week during trading hours: 40" Fore the Kids KC start date August 2017, Board Member, non-investment, volunteer help direct plan charity events 0 hours during trading National Alpoecia Areata Foundation - Mentor - start date Jan 2019 - volunteer mentor for kids with autoimmune disorder - 1 hour per week JCH Financial (LLC Used to file taxes) Start Date: 02/23/2022 - Pass through for income generated from insurance and investment business. Greenlight Wealth Advisors (LLC for Partnership with Justin Gran) Start Date: 11/16/2022 - Used as a DBA for the partnership I have with Justin Gran for our insurance, investment, and financial planning business Lions Only LLC - Purchased a Vacation Rental Condo in Puerto Penasco, Mexico - Las Palomas Beach Resort. This is going into a rental pool with the resort effective March 9, 2023. The purchase and business activity is through a partnership between Justin Gran and Ted Rifkin, under the name Lions Only LLC. Greenlight Insurance PLLC - Recently purchased a P&C franchise, through Goosehead Insurance. The franchise is registered with our PLLC, Greenlight Insurance Group PLLC. The other owner of this franchise is my business partner, Justin Gran. We have a principal running this side of the business as we will not be writing any P&C business. The contract goes into effect this month, February 2024. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry C Hurt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jerry C Hurt'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
September 20, 2021 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #2: 3200 East Camelback Road Suite 190, Phoenix, AZ 85018RIA
BD
CRD#: 611
Phoenix, AZ
Current
July 18, 2022 - Present
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Office #1: 3200 East Camelback Road Suite 190, Phoenix, AZ 85018RIA
BD
CRD#: 611
Phoenix, AZ
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".
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MOFA | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | MUTUAL OF OMAHA FUND MANAGEMENT COMPANY | MUTUAL OF OMAHA FINANCIAL ADVISORS | MUTUAL OF OMAHA ADVISORS | MOIS
CRD#: 611 / SEC#: 801-61332, 8-47290
RIA
Registered Investment Advisory firm - SEC (7/30/2002 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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.RR
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
IAR
Arizona(9/20/2021)
RR
Arizona(1/30/2024)
RR
California(1/31/2024)
RR
Florida(1/31/2024)
RR
Kansas(1/31/2024)
RR
Missouri(1/31/2024)
RR
Nebraska(1/31/2024)
RR
Nevada(1/31/2024)
RR
Oklahoma(1/31/2024)
RR
Oregon(4/24/2024)
RR
Tennessee(5/7/2024)
RR
Texas(10/4/2024)
RR
Virginia(1/31/2024)
RR
Washington(1/31/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/16/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MOFA | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | MUTUAL OF OMAHA FUND MANAGEMENT COMPANY | MUTUAL OF OMAHA FINANCIAL ADVISORS | MUTUAL OF OMAHA ADVISORS | MOIS
CRD#: 611 / SEC#: 801-61332, 8-47290
RIA
Registered Investment Advisory firm - SEC (7/30/2002 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020
Mailing Address
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020
Phone number
(402) 351-3102
Established
Nebraska since 09/01/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
277
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 24,355,321 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
| Bond | 8 |
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.
