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Jason H

Series 63, Series 65

New Braunfels, TX

Fulcrum Wealth Management

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.

Private / alternative investments
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