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Jake Robert Jalufka

Hill Country Group

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About Jake Robert Jalufka

Jake Jalufka is a Registered Investment Advisor representative at Hill Country Group. Jake has been in the industry since 2016 and has a Series 7 and Series 66 license. Jake has worked at several firms including Calton & Associates, Inc. and AXA Advisors, LLC. Jake works with individuals, high-net-worth individuals, pooled investment vehicles, corporations and other businesses. The firm offers a variety of services including financial planning, pension consulting, and portfolio management for individuals. Jake also manages real estate developments for Legacy International. Jake provides investment related advice and financial planning to clients through Westpark Wealth Advisors, Inc.

Firm Information

Jake Jalufka is currently registered with Hill Country Group. Hill Country Group, based in Boerne, TX, is an investment advisory firm that provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pooled investment vehicles. The firm manages approximately $179,605,864 in assets for a total of 506 clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Hill Country Group also participates in wrap fee programs.
Hill Country Group

2 SPENCER ROAD

BOERNE, TX 78006

$179.61M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Jalufka’s Registration & Firm History

TX

04/09/2020 - Present

Hill Country Group (Shiner TX)

TX

03/14/2019 - 11/12/2020

CALTON & ASSOCIATES, INC. (Boerne TX)

TX

06/27/2016 - 11/12/2018

AXA ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 07/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Robert Jalufka.
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