Jason HurtaCRD Number: 2970422
Current Firm: Fulcrum Equity Management, LLC
Jason Hurta (CRD# 2970422) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in New Braunfels, TX and has over 23 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Fulcrumeq Dba Providence Wealth Management||Plano, TX||Jan 2019 - Current||3|
|Securities America, Inc.||New Braunfels, TX||Apr 2014 - Jan 2019||4|
|Securities America Advisors, Inc.||New Braunfels, TX||Apr 2014 - Jan 2019||4|
|Wfg Investments Inc.||New Braunfels, TX||Feb 2010 - Apr 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management375MILLIONS
Total Number of Accounts2,013ACCOUNTS
Average Account Value$186,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NE, TN, TX
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