Advisor at NextGen Wealth Defense LLC
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Firm
NextGen Wealth Defense LLC
Location
Lorain, OH 44053
Credentials
Series 63, Series 65
Industry experience
10 years
Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.
$0 - $500,000: 1.20% annually $500,001 - $750,000: 1.10% annually $750,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $3,500,000: 0.80% annually $3,500,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Commission-based compensation possible for insurance products sold separately by Mr. Hurm, a licensed insurance professional; commissions are separate and in addition to advisory fees.
Account minimum: $250,000 Fee-only: Investment advisory fees based on tiered schedule as above; fees are negotiable at Advisor's discretion; no commissions for investment advisory services.
5445 Beavercrest Drive, Suite 6
Lorain, OH 44053
Ohio
NextGen Wealth Defense LLC
2025 - Present (1 year)
Equitable Advisors Llc
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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