Jake Jalufka, financial advisor Shiner TX

Jake Jalufka

CRD Number: 6630387
Current Firm: Hill Country Group

Jake Jalufka (CRD# 6630387) is an Investment Advisor Representative working at Hill Country Group in Shiner, TX and has over 7 years of experience in the finance industry.

Similar Advisors
John Brown, financial advisor Shiner TX
John M. Brown
CRD# 2543419
Edward Jones
Similar Advisors
Brian Fees, financial advisor Shiner TX
Brian J. Fees
CRD# 5183137
Prospera Financial Services, Inc.
Similar Advisors
Clifton Foulds, financial advisor Shiner TX
Clifton G. Foulds
CRD# 6192456
Edward Jones
Company Name Location Dates Years
Hill Country Retirement Solutions, Llc Dba Hill Country Group Boerne, TX Mar 2020 - Current 4
Legacy Performance Capital Austin, TX Oct 2018 - Current 5
Calton & Associates, Inc. Boerne, TX Mar 2019 - Nov 2020 1
Westpark Wealth Advisors, Inc. Houston, TX Mar 2019 - Mar 2020 1
Axa Advisors, LLC New York, NY Jun 2016 - Oct 2018 2
Texas A & M University College Station, TX Aug 2012 - May 2016 3
Texas Custom Landscaping College Station, TX May 2015 - Jan 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Jake R. Jalufka
Phone Number: 830-815-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    180
    MILLIONS
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $354,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.