Jason Hughart
Jason Hughart is a CFP-designated registered investment advisor at Fourpath Capital Management, LLC, based in Oklahoma City, OK, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 821 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is generally as much as 1.25% of assets under management, with a minimum fee of 0.10%. Fees are negotiable. Wells Fargo programs have separate fee schedules up to 2.00%.
Fee Estimator
Location
4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK, 73142
Get directionsHistory
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 Activities
Jason owns and operates a farm producing hay and cattle in Tuttle, OK, since 2016. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Fourpath Capital Management, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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
More Advisors
- Scott Morton, CFPFourpath Capital Management, LLC
- Robert Strauss, CFAOrleans Capital Management CORP
- James Oplotnik, CFPAccess Advisory Group LLC
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Larnce Hicks, ChFCNorthwestern Mutual Investment Services,llc
- Alisonn Best, CFPLPL Financial LLC