Jonathan Charles Hurm

Current Employers

Nextgen Wealth Defense Llc

5445 Beavercrest Drive Suite 6, Lorain, OH 44053 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-02-07

OH RA
APPROVED

Since 2025-02-07

Branch Locations

5445 Beavercrest Drive Suite 6, Lorain, OH 44053 • United States

Disclosures

4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Equitable Advisors Llc	Cleveland	OH	07/2015	10/2024
Nextgen Wealth Defense Llc	Lorain	OH	01/2025	Present

07/2015 → 10/2024

Equitable Advisors Llc

Cleveland, OH
01/2025 → Present

Nextgen Wealth Defense Llc

Lorain, OH

Previous Registrations

2016-06-02 → 2024-10-17

Equitable Advisors, Llc

Rocky River, OH

Independence, OH

Independence, OH

Other Businesses

Licensed insurance agent; Not investment-related; 4636 Crossings Trail, Lorain OH, 44053; Insurance sales; Implementation of insurance recommendations; Approximately 16 hours per month; 8 during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-27
S63	Uniform Securities Agent State Law Examination	2015-08-14

S65 Uniform Investment Adviser Law Examination

2016-05-27
S63 Uniform Securities Agent State Law Examination

2015-08-14

Other Names

Jon Charles Hurm
Jonathan Hurm

View on SEC IAPD