Jonathan Hurm
Jonathan Hurm is a registered investment advisor at Nextgen Wealth Defense LLC, based in Lorain, OH, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
5445 Beavercrest Drive, Suite 6, Lorain, OH, 44053
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2025Employment Separation After Allegations
October 2024Judgment / Lien
September 2018Financial
November 2017Other Business ActivitiesSells Insurance
Jonathan is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity requires about 10-20% of his time, with some hours during trading hours.
Employment History
Current Registrations
Nextgen Wealth Defense LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.