JH
JH

Jason Hurley

27 Years of Experience
Beaverton, OR
1 DisclosureBroker

Jason Hurley is a registered investment advisor at Wells Fargo Advisors, based in Beaverton, OR, with 27 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

11601 SW Beaverton Hillsdale Hwy, Beaverton, OR, 97005

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
March 2010 - January 2011 · 10 mos
Wells Fargo Investments, LLC
March 2010 - January 2011 · 10 mos
Chase Investment Services CORP.Broker
May 2009 - March 2010 · 10 mos
Chase Investment Services CORP.
May 2009 - March 2010 · 10 mos
Wamu Investments, INC.
September 2005 - May 2009 · 3 yrs 8 mos
Wamu Investments, INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
Phillips & Company Securities INC.
January 2005 - August 2005 · 7 mos
Phillips & Company Securities INC.Broker
March 2001 - August 2005 · 4 yrs 5 mos
Willamette Securities, INC.Broker
May 1999 - March 2001 · 1 yr 10 mos
State Registrations16 states
AZCACOFLIAIDNHNVNYOKORTNTXVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
Jason Hurley - Financial Advisor | TrueAdvisor