Jeannette
Hubbard

Vela Investment Management, LLC

CRD#2672948
Investment Advisor
in New Albany, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeannette Hubbard is a financial advisor based in New Albany, Ohio, working with Vela Investment Management, LLC. Jeannette has previously held positions at Avondale Partners, LLC, Vela Investment Management, Diamond Hill Capital Management, and Vela Investment Management, LLC. Jeannette has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Jeannette is part of Vela Investment Management, LLC, which operates out of New Albany, Ohio. The firm has 25 employees and manages assets totaling $397.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Vela Investment Management, LLC includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

220 Market Street Suite 208
New Albany, OH 43054

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vela Investment Management, LLC Brokerage Details

Total Assets Under Management

$397,892,003

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

278

OH Average: 1,972
Average Account Size

$1,431,266

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Jeannette Hubbard Work History

2020 - Present (4 years)

Vela Investment Management

2020 - Present (4 years)

Vela Investment Management, LLC

2001 - Present (23 years)

Avondale Partners, LLC

2006 - 2020 (14 years)

Diamond Hill Capital Management

Disclosures

Please visit the SEC profile of Jeannette Hubbard 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 Vela Investment Management, LLC

Shaun Steiger
New Albany, OH
Christopher Brinich
New Albany, OH
Robert Murphy
New Albany, OH
Robert Sharpe
New Albany, OH
Kyle Schneider
New Albany, OH
Brian Hilderbrand
New Albany, OH
Nicholas Rinker
New Albany, OH
Thomas Lennox
New Albany, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started