Jason Hurta
Jason Hurta is a registered investment advisor at Fulcrum Wealth Management, based in New Braunfels, TX, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 487 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fulcrum Equity Management charges up to 1.50% of your portfolio annually for investment management services. The fee can be billed monthly in advance or quarterly in arrears. The advisory fee is negotiable depending on your individual circumstances.
Location
New Braunfels, TX
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wfg Investments, INC.Broker
Wfg Advisors, LP
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.