Jason Hurta, financial advisor New Braunfels TX

Jason Hurta

CRD 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 25 years of experience in the finance industry.

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Company Name Location Dates Years
Fulcrum Equity Management, Llc Dba Providence Wealth Management Plano, TX Jan 2019 - Current 5
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
Contact Info for Jason E. Hurta
Phone Number: 888-304-6942
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    1,141
    ACCOUNTS
  • Average Account Value
    $171,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, NE, TX

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