JH
ChFC
JH
ChFC

James Hurt

45 Years of Experience
Jackson, MS
Sells Insurance

James Hurt is a ChFC-designated registered investment advisor at Ballew Advisors INC, based in Jackson, MS, with 45 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 971 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
971 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K2.00%
$150K - $5.0M1.00%
$5M+1.00%

Fees over $5,000,000 are negotiable. Discounts may be offered to family members and friends of associated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Vision Drive, Suite 325, Jackson, MS, 39211

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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

James is approved as a FINRA arbitrator and works as an insurance agent selling fixed insurance products, dedicating a few hours per week. He also hosts a radio talk show about social security, works as an investment advisor representative, sells broker-dealer products, and is a member of a construction LLC.

Employment History
Current Registrations
Ballew Advisors INC
August 1995 - Present · 30 yrs 9 mos
Previous Registrations
Choices INC
August 2002 - December 2002 · 4 mos
Ballew Investments, INC.Broker
September 1993 - December 2025 · 32 yrs 3 mos
Investment Management & Research, INCBroker
June 1989 - September 1993 · 4 yrs 3 mos
Investacorp, INC.Broker
September 1987 - June 1989 · 1 yr 9 mos
New England Securities CorporationBroker
October 1980 - October 1987 · 7 yrs
State Registrations1 state
MS
Advisor

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.