Jason Edward Hurta

Fulcrum Equity Management, LLC

26 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Fulcrum Equity Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

524 clients

Average Client Portfolio

$363K average

Assets Under Management

$190.0M

Fee Structure

Minimum Investment:$25K

Location

New Braunfels, TX

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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.

Other Business ActivitiesSells Insurance

Jason operates under Providence Wealth Management and is an investment advisor representative (IAR) with Securities America Advisors. He also owns rental property and offers Aflac accident and disability insurance policies to clients, dedicating minimal time to these activities.

Employment History

Current Registrations

Fulcrum Wealth Management

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Securities America Advisors, INC.

April 2014 - January 2019 · 4 yrs 9 mos

Securities America, INC.Broker

April 2014 - January 2019 · 4 yrs 9 mos

Wfg Investments, INC.Broker

February 2010 - April 2014 · 4 yrs 2 mos

Wfg Advisors, LP

February 2010 - April 2014 · 4 yrs 2 mos

Chase Investment Services CORP.

September 2006 - February 2010 · 3 yrs 5 mos

Chase Investment Services CORP.Broker

September 2006 - February 2010 · 3 yrs 5 mos

Raymond James Financial Services

May 2005 - September 2006 · 1 yr 4 mos

Raymond James Financial Services, INC.Broker

September 2003 - September 2006 · 3 yrs

Edward JonesBroker

January 1999 - September 2003 · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.