Jason Hurta has been an investment adviser representative at Fulcrum Equity Management since January 2019, and is not listed among the firm’s executive officers or direct owners.
Fulcrum Equity Management, LLC is a Plano, TX firm with $193M under management, 487 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Jason Hurta’s longest registration is the current one, 7 years at Fulcrum Equity Management since 2019. Before joining Fulcrum Equity Management in 2019, Jason Hurta was registered through Securities America Advisors, Inc. and WFG Advisors, LP.
- Fulcrum Wealth ManagementCurrent– present · 7 yearsNew Braunfels, TX · Adviser representative · Firm CRD 159099
- Securities America Advisors, Inc.– · 4 yearsNew Braunfels, TX · Adviser representative · Firm CRD 110518
- WFG Advisors, LP– · 4 yearsNew Braunfels, TX · Adviser representative · Firm CRD 125073
- Chase Investment Services Corp.– · 3 yearsNew Braunfels, TX · Adviser representative · Firm CRD 25574
- Raymond James Financial Services– · 1 yearEdna, TX · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Jason Hurta is registered as an investment adviser representative in Texas, since January 2019.
- TexasSince 22 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 26 May 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2005 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 January 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 January 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1999 |
| Series 7 | General Securities Representative Examination | 11 January 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Edward Hurta
- CRD
- 2970422
- Firm
- Fulcrum Equity Management · CRD 159099
- Office
- New Braunfels, TX
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Hurta work?
Jason Hurta is an investment adviser representative registered through Fulcrum Equity Management, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jason Hurta a financial advisor?
Yes. Jason Hurta has a current investment-adviser registration in Texas, through Fulcrum Equity Management since January 2019.
How many years of experience does Jason Hurta have?
Jason Hurta has 27 years in the financial industry, since January 1999, across 5 adviser firms.
What exams has Jason Hurta passed?
Jason Hurta has passed 6 licensing exams: the Series 7, Series 63, Series 9, Series 10, Series 65 and Series 31. The earliest, the Series 7, was passed in January 1999. FINRA credited Jason Hurta with the SIE, which began in October 2018.
Where did Jason Hurta work before Fulcrum Equity Management?
Before Fulcrum Equity Management, Jason Hurta was registered through Securities America Advisors, Inc., April 2014 to January 2019; WFG Advisors, LP, February 2010 to April 2014; Chase Investment Services Corp., September 2006 to February 2010; Raymond James Financial Services, May 2005 to September 2006.
Where is Jason Hurta based?
Jason Hurta’s registered office is in New Braunfels, TX.
Is Jason Hurta registered with FINRA?
No. Jason Hurta has no current broker registration.
How can I verify Jason Hurta’s record?
Search CRD 2970422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Hurta’s full registration record.