JH
JH

Jason Edward Hurta

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
524 clients
Average Client Portfolio
$363K average
Assets Under Management
$190.0M

Fee Structure

Minimum Investment:$25K
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Location

New Braunfels, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason operates under Providence Wealth Management and is an investment advisor representative (IAR) with Securities America Advisors. He also owns rental property and offers Aflac accident and disability insurance policies to clients, dedicating minimal time to these activities.

Employment History
Current Registrations
Fulcrum Wealth Management
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
April 2014 - January 2019 · 4 yrs 9 mos
Securities America, INC.Broker
April 2014 - January 2019 · 4 yrs 9 mos
Wfg Investments, INC.Broker
February 2010 - April 2014 · 4 yrs 2 mos
Wfg Advisors, LP
February 2010 - April 2014 · 4 yrs 2 mos
Chase Investment Services CORP.
September 2006 - February 2010 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
September 2006 - February 2010 · 3 yrs 5 mos
Raymond James Financial Services
May 2005 - September 2006 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
September 2003 - September 2006 · 3 yrs
Edward JonesBroker
January 1999 - September 2003 · 4 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.