Jeffery
Hurst

Townsquare Capital, LLC

CRD#4991475
Investment Advisor
in Meridian, ID

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About this Advisor

Jeffery Hurst is a financial advisor who works in Meridian, Idaho who has 5 years of industry experience. Hurst works at Townsquare Capital, LLC. Throughout their career, Hurst has worked at Sielaff And Hurst, Investacorp Inc, Allegis Investment Services, Hurst & Co Pllc Formerly Sielaff And Hurst, Townsquare Capital, LLC, Allegis Investment Advisors LLC and Dfpg Investments, Inc. Hurst has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Idaho. Townsquare Capital, LLC is a firm that has its headquarters in Provo, UT. The firm has offices in 40 locations and a total of 89 advisors. It oversees $6 billion in assets among its 28,608 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 60 charitable organizations. Of its 28,608 client accounts, just 9% are held by high-net-worth investors who have more than $1 million in investable assets. Townsquare Capital, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which service is offered. However, fees billed by Townsquare Capital, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3137 S Meridian Rd Suite 100
Meridian, ID 83642

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

ID Average: $693,624,108
Total Number of Employees

89

ID Average: 12
Total Number of Accounts

28,608

ID Average: 1,115
Average Account Size

$218,275

ID Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeffery Hurst Work History

Jeffery has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Dfpg Investments, Inc

2018 - Present (6 years)

Townsquare Capital, LLC

2015 - Present (9 years)

Hurst & Co Pllc Formerly Sielaff And Hurst

2015 - 2019 (4 years)

Allegis Investment Services

2015 - 2018 (3 years)

Allegis Investment Advisors LLC

2012 - 2015 (3 years)

Investacorp Inc

2009 - 2015 (6 years)

Sielaff And Hurst

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffery Hurst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Tyson Walker
Provo, UT
Catherine White
Lehi, UT
Clark Kemsley
Cedar Park, TX
Trenton Laporte
Idaho Falls, ID
Staci Compagno
Provo, UT
Adam Mckell
Provo, UT
Adam Graves
Aurora, CO
Frederick Harris
Provo, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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