Jason
Hurta

Fulcrum Equity Management, LLC

CRD#2970422
Investment Advisor
in New Braunfels, TX

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About this Advisor

Jason Hurta is a financial advisor based out of New Braunfels, Texas with a total of 4 years of relevant experience. Hurta is an advisor for Fulcrum Equity Management, LLC. Throughout their career, Hurta has worked at Wfg Investments Inc, Securities America, Inc, Securities America Advisors, Inc and Fulcrum Equity Management, LLC Dba Providence Wealth Management. Hurta holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Fulcrum Equity Management, LLC is a company that has its headquarters in Plano, TX. The firm has just five financial advisors. It manages $195 million in assets among its 1,141 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,141 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually are based on the type of financial services offered. Fee types billed by Fulcrum Equity Management, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

New Braunfels, TX

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Fulcrum Equity Management, LLC Brokerage Details

Total Assets Under Management

$195,332,144

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

1,141

TX Average: 2,315
Average Account Size

$171,194

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jason Hurta Work History

Jason has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fulcrum Equity Management, LLC Dba Providence Wealth Management

2014 - 2019 (5 years)

Securities America, Inc

2014 - 2019 (5 years)

Securities America Advisors, Inc

2010 - 2014 (4 years)

Wfg Investments Inc

*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 Jason Hurta 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 Fulcrum Equity Management, LLC

Debbie Feuer
Plano, TX
Derek Soliz
Plano, TX
Jason Hurta
New Braunfels, TX
Craig Love
Plano, TX

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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