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RIA / WealthAdvisor27 years in industry

JASON EDWARD HURTA

Advisor at FULCRUM WEALTH MANAGEMENT

New Braunfels, TX | PLANO, TX

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Search this name across graphsid dfx:ria:3f37a1d6-6e91-04ea-e92c-192a99138e24

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 12, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FULCRUM WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 13, 1999
First registration: May 12, 2005
Dual registered: no
IAPD individual key: 2970422

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FULCRUM WEALTH MANAGEMENT	Independent wealth	Jan 22, 2019	n/a	yes	New Braunfels, TX\|PLANO, TX	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Apr 28, 2014	Jan 10, 2019	no	NEW BRAUNFELS, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Feb 16, 2010	Apr 29, 2014	no	NEW BRAUNFELS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 19, 2006	Feb 22, 2010	no	NEW BRAUNFELS, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	May 12, 2005	Sep 18, 2006	no	EDNA, TX\|ROUND ROCK, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURITIES AMERICA ADVISORS, INC.	FULCRUM WEALTH MANAGEMENT	Jan 10, 2019	Jan 22, 2019	12	Firm change	Ibd to RIA
WFG ADVISORS, LP	SECURITIES AMERICA ADVISORS, INC.	Apr 29, 2014	Apr 28, 2014	-1	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WFG ADVISORS, LP	Feb 22, 2010	Feb 16, 2010	-6	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	CHASE INVESTMENT SERVICES CORP.	Sep 18, 2006	Sep 19, 2006	1	Firm change	Other

Relationships

Registered with (5)

→ FULCRUM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Apr 28, 2014 to Jan 10, 2019factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Feb 16, 2010 to Apr 29, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 19, 2006 to Feb 22, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 12, 2005 to Sep 18, 2006factForm ADV

Dated events

No dated event names this entity yet.