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Jason Edward Hurta

Advisor at Fulcrum Wealth Management — New Braunfels, TX

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

New Braunfels, TX

Fulcrum Wealth Management logo

Fulcrum Wealth Management

Team

Total advisors

5

Across 3 offices

Clients per advisor

97 High

Avg AUM per client

$395,013 Very Low

HNW client ratio

5% Very Low

About

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.

Client services

Based on Fulcrum Wealth Management

Financial planning Portfolio management Sub-advisory management services

Expertise

Based on Fulcrum Wealth Management

Private / alternative investments

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Fee options

Fixed

Fixed fees generally up to $10,000 for broad-based or project-based financial planning or annual reviews, negotiable

Percentage

$0+: Up to 1.50% annually (investment management services, negotiable depending on strategy and client circumstances) $0+: 0.20% to 0.65% annually (sub-advisory services, negotiable) $0+: Up to 0.75% of plan assets (consulting services to employee benefit plans, negotiable)

Commissions

Commission-based compensation earned by Investment Adviser Representatives licensed as insurance agents for selling insurance products, separate and in addition to advisory fees.

Project-based

Up to $250 per hour for general consulting services, negotiable

Other

Account minimum: $100,000 for Equity strategies; $50,000 for ETF strategies; $25,000 for Mutual Fund and Advisor Directed strategies (minimums may be waived or lowered)

Location

See office

New Braunfels, TX

New Braunfels TX

Advisors at this office

1

Most active in

Texas

Work history

27 years of industry experience

FULCRUM EQUITY MANAGEMENT, LLC dba PROVIDENCE WEALTH MANAGEMENT

2019 - Present • 7 years

Plano, TX

Securities America Advisors, Inc.

2014 - 2019 • 5 years

New Braunfels, TX

SECURITIES AMERICA, inc.

2014 - 2019 • 5 years

New Braunfels, TX

WFG Advisors, LP

2010 - 2014 • 4 years

New Braunfels, TX

Chase Investment Services Corp.

2006 - 2010 • 4 years

New Braunfels, TX

Raymond James Financial Services, inc.

2005 - 2006 • 1 year

TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 66

New Braunfels, TX

Russell Advisory Group, Inc

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner

Kevin F

CFP®

New Braunfels, TX

Force Acres, LLC

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Military & Veterans Gen X (Born 1965-1980)
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Bryan S

Series 65

Cibolo, TX

Definitive Advisor Group, LLC.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

General retirement planning Income planning Wealth management Debt management Cash flow / budgeting

Della S

CFP®, CIMA®, RICP®, EA

New Braunfels, TX

Fruit of the Vine Financial, LLC

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
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James M

Series 63, Series 66

New Braunfels, TX

South Texas Capital Advisors, LLC

James Mahan is a financial advisor at South Texas Capital Advisors, LLC in New Braunfels, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, J.P. Morgan Securities, and Merrill. Outside of his advisory role, he serves as managing member of NB Capital LLC and is involved in other business activities including managing a real estate development company in New Braunfels. South Texas Capital Advisors is an independent registered investment adviser providing discretionary asset management and portfolio services to individuals, high net worth clients, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis, generally pursuing long-term purchase strategies alongside periodic rebalancing and reviews, managing approximately $167.2 million in client assets.

Wealth management Passive / index investing Active portfolio management
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Elden C

Series 63, Series 65

New Braunfels, TX

Vestted Wealth Advisors

Elden Charles is an advisor at Vestted Wealth Advisors with Series 63 and Series 65 designations. He has experience with Vestted, LLC since 2025 and has been involved with Lionchase Holdings and Lionchase North America since 2015. Vestted, LLC is a Texas-based independent investment adviser serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm provides comprehensive financial planning and portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, while supporting institutional and sponsor-focused needs through specialized advisory services.

Wealth management Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive
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