Jason Edward Hurta
Investment adviser representative at Fulcrum Wealth Management
12 yearsExperience
1 stateRegistered in
$192.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fulcrum Wealth ManagementJan 2019 to now
- Fulcrum Equity Management, LLC dba Providence Wealth ManagementJan 2019 to now
- Securities America Advisors, Inc.Apr 2014 to Jan 2019
- Securities America, Inc.Apr 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fulcrum Wealth Management
Legal name: Fulcrum Equity Management, LLC
$192.8MAssets managed
487Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2970422
- Firm CRD
- 159099