Jesse Mitchell Huebner
Investment adviser representative at Fortune Wealth Management, LLC
8 yearsExperience
1 stateRegistered in
$396.3MFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Fortune Wealth Management, LLCJul 2022 to now
- Leon Capital GroupJan 2022 to Apr 2023
- Rreaf HoldingsFeb 2021 to Dec 2021
- UnemployedJul 2020 to Jan 2021
- Legacy Star Capital PartnersJul 2019 to Jun 2020
- Westwood Holdings GroupJun 2018 to Aug 2018
- Hodges Capital ManagementMay 2018 to Jun 2018
- Westwood Holdings GroupJun 2017 to Aug 2017
- The University of Texas At AustinAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fortune Wealth Management, LLC
$396.3MAssets managed
201Clients
3Advisers
15 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
- 7791933
- Firm CRD
- 157832