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Jeffrey Alan Churba

HUB INVESTMENT PARTNERS
AUSTIN, TX
·CRD# 2322410·33 years experience

Professional Summary

Jeffrey Alan Churba, who also goes by Jeff Churba, Jeffrey A Churba, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Austin, Texas and HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Austin, Texas. Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeff Churba, Jeffrey A Churba

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

HUB INVESTMENT PARTNERS, LLC·CRD# 307956
RIA
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
August 12, 2024 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.·CRD# 150252
BD
1. 900 S Capital Of Tx Highway Suite 350, Austin, TX 787462. 900 S Capital Of Tx Highway, Suite 350, Austin, TX 78746
February 18, 2026 - Present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Austin, TX
January 12, 2024 - June 11, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Austin, TX
January 12, 2024 - June 11, 2024
PUTNAM INVESTMENT MANAGEMENT, LLC·CRD# 106629
RIA
Boston, MA
August 4, 2016 - January 17, 2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP·CRD# 7325
BD
Boston, MA
March 6, 2014 - January 17, 2024
ADVISORS ASSET MANAGEMENT, INC.·CRD# 46727
RIA
Conshohocken, PA
November 7, 2008 - November 17, 2008
ADVISORS ASSET MANAGEMENT, INC.·CRD# 46727
BD
Conshohocken, PA
November 6, 2008 - November 17, 2008
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
RIA
Williamsport, PA
March 18, 2005 - February 24, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Williamsport, PA
March 17, 2005 - February 24, 2014
EVERLAKE DISTRIBUTORS, LLC·CRD# 100460
BD
Northbrook, IL
February 16, 2000 - February 25, 2005
ALFS, INC.·CRD# 32201
BD
Northbrook, IL
December 7, 1999 - February 14, 2000
COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
Jersey City, NJ
November 4, 1998 - December 10, 1999
FIRST UNION BROKERAGE SERVICES, INC.·CRD# 8112
BD
Charlotte, NC
April 12, 1996 - June 12, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
April 8, 1993 - April 10, 1996

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Current Firm

HUB INVESTMENT PARTNERS, LLC
HUB INVESTMENT PARTNERS, LLC

AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC

CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - SEC (4/1/2020 Approved)

Contact Information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Phone Number

(512) 600-5390

# of Employees

172

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,595

AUM (Assets Under Management)

$11,878,526,853

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
04/29/2025Cover PageReport
01/29/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Indigo River Advisors, LLC Address: 317 W. 3rd Street, Austin, TX, 78701, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 03/28/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
(2)Name of Business: J.A. Churba & Associates, LLC Address: 14101 W Highway 290 Bldg 800, Austin, TX, 78737-9334, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/26/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: This is my LLC passthrough entity for my Raymond James business.
(3)Name of Business: Santamaria Wealth Group Address: 14101 W Highway 290 Bldg 800, Austin, TX, 78737-9334, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide comprehensive wealth management services to retail clients.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUB INVESTMENT PARTNERS, LLC
HUB INVESTMENT PARTNERS, LLC

AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC

CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - SEC (4/1/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Texas
(8/12/2024)
RR
Texas
(2/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2015About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 2002About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Churba's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JC
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