Jesse Mitchell Huebner

Financial advisor at Fortune Wealth Management, LLC · Dallas, TX

Last updated 2026-10-10

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Jesse Mitchell Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, CRD 7791933. Licenses and exams on the registration: Series 65. IAPD registration began 2023-08-23.

Registration

CRD number
7791933
Registration status
Active
IAPD registration
2023-08-23
Industry Experience
3 years
Work Experience
11 years
States registered
TX

Licenses and exams

  • Series 65

Work history

  • 2020-07 to 2021-01 · Unemployed · Dallas, TX
  • 2019-07 to 2020-06 · Legacy Star Capital Partners · Austin, TX
  • 2021-02 to 2021-12 · Rreaf Holdings · Dallas, TX
  • 2022-01 to 2023-04 · Leon Capital Group · Dallas, TX
  • 2022-07 to Present · Fortune Wealth Management · Dallas, TX
  • 2018-06 to 2018-08 · Westwood Holdings Group · Dallas, TX
  • 2017-06 to 2017-08 · Westwood Holdings Group · Dallas, TX
  • 2018-05 to 2018-06 · Hodges Capital Management · Dallas, TX
  • 2015-08 to 2019-05 · The University of Texas At Austin · Austin, TX

Current employment

SEC IAPD record for Jesse Mitchell Huebner

Fortune Wealth Management, LLC

Regulatory AUM
$396,337,714
Registered advisors
3
Offices
1
Average AUM per client
$2M (Low)
High-net-worth client ratio
50.2% (High)

Fortune Wealth Management, LLC: advisors, services and reported ETF investments

About

Jesse Mitchell Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Fortune Wealth Management, Leon Capital Group, Rreaf Holdings, Unemployed, among others.

Fortune Wealth Management, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 67.0 clients per advisor, average assets per client of $1,971,829, and regulatory AUM of $396.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Publication of Periodicals or Newsletters.

What this firm offers

Filed by Fortune Wealth Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Insurance Broker or Agent

Location

5910 N. Central Expy, Dallas, TX 75206

3 advisors at this office.

Fortune Wealth Management office in Dallas, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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