Jesse Huebner (CRD# 7791933) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Wealth Management | Dallas, TX | Jul 2022 - Current | 1 |
| Leon Capital Group | Dallas, TX | Jan 2022 - Apr 2023 | 1 |
| Rreaf Holdings | Dallas, TX | Feb 2021 - Dec 2021 | < 1 |
| Unemployed | Dallas, TX | Jul 2020 - Jan 2021 | < 1 |
| Legacy Star Capital Partners | Austin, TX | Jul 2019 - Jun 2020 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2015 - May 2019 | 3 |
| Westwood Holdings Group | Dallas, TX | Jun 2018 - Aug 2018 | < 1 |
| Hodges Capital Management | Dallas, TX | May 2018 - Jun 2018 | < 1 |
| Westwood Holdings Group | Dallas, TX | Jun 2017 - Aug 2017 | < 1 |
| Pds Energy | Austin, TX | May 2016 - Aug 2016 | < 1 |
| Preston Trails Country Club | Dallas, TX | May 2015 - Aug 2015 | < 1 |
| Austin Community College | Austin, TX | Jan 2015 - Jun 2015 | < 1 |
| Baylor University | Waco, TX | Aug 2014 - Dec 2014 | < 1 |
| Fortune Wealth Management | Dallas, TX | May 2014 - Aug 2014 | < 1 |
| Trinity Christian Academy | Addison, TX | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- TX
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$1,602,103
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, TN, TX
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