Jon
Hubbert
Grove Point Advisors, LLC
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About this Advisor
Jon Hubbert is a financial advisor operating in West Covina, California with a total of 2 years of relevant experience. Hubbert is on the advisory team at Grove Point Advisors, LLC. Over the course of their career, they have held roles at Diversified Securities, Inc, H. Beck, Inc, Jon Hubbert, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Hubbert holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Grove Point Advisors, LLC is a financial advisory firm that has its headquarters in Rockville, MD. It has offices in 208 locations and a total of 333 advisors. It administers $2 billion in total assets across its 8,355 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 8,355 accounts, 18% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on the services offered. However, fees charged by Grove Point Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon Hubbert Work History
Jon has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Jon Hubbert, Inc
Diversified Securities, Inc
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Hubbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Victor, NY
Rockville, MD
Paso Robles, CA
Wheaton, IL
Rockville, MD
Lutherville Timonium, MD
Bethlehem, PA
Trenton, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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