Jason Edward Hurta

Employer firm

Fulcrum Wealth Management CRD 159099

$193M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• SUB-ADVISORY MANAGEMENT SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 01/2019
  Securities America, Inc.
  New Braunfels, TX
• 04/2014 → 01/2019
  Securities America Advisors, Inc.
  New Braunfels, TX
• 01/2019 → Present
  Fulcrum Equity Management, Llc Dba Providence Wealth Management
  Plano, TX

Previous Registrations

• 2014-04-28 → 2019-01-10
  Securities America Advisors, Inc.
  New Braunfels, TX
• 2010-02-16 → 2014-04-29
  Wfg Advisors, Lp
  New Braunfels, TX
• 2006-09-19 → 2010-02-22
  Chase Investment Services Corp.
  New Braunfels, TX
• 2005-05-12 → 2006-09-18
  Raymond James Financial Services, Inc.
  Edna, TX
  Round Rock, TX

Other Businesses

1. PROVIDENCE WEALTH MANAGEMENT - DBA 2. INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/1999 - LOCATED AT 329 E ZINK ST, NEW BRAUNFELS, TX 78130 3. SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 04/2014 - LOCATED AT 329 E ZINK ST, NEW BRAUNFELS, TX 78130 4. JASON HURTA - LANDLORD - NUMBER OF HOURS: 1 - START DATE: 06/2013 - DESCRIPTION: MY PROPERTY HAS THREE HOUSES. ONE OF THE HOUSES IS RENTED TO MY MOTHER-IN-LAW FOR $400/MONTH. AFLAC INSURANCE POSITION: Sales NATURE: Aflac INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2018 ADDRESS: 329 E Zink Street, New Braunfels TX 78130, United States DESCRIPTION: If clients are interested, I will offer accident policies and disability insurance through Aflac. This will be a supplemental service I offer and will not interfere with my investment advisory duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-01-13