JC
Jeffrey A. Churba
HUB INVESTMENT PARTNERS
Austin, TX 78746
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CRD#: 2322410
JC
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.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Churba | Jeffrey A Churba
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Churba's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 12, 2024 - Present
HUB INVESTMENT PARTNERS, LLC
Office #1: 900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746RIA
CRD#: 307956
Austin, TX
Past
January 12, 2024 - June 11, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Austin, TX
Past
January 12, 2024 - June 11, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Austin, TX
Past
August 4, 2016 - January 17, 2024
PUTNAM INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 106629
BOSTON, MA
Past
March 6, 2014 - January 17, 2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
Past
November 7, 2008 - November 17, 2008
ADVISORS ASSET MANAGEMENT, INC.
RIA
CRD#: 46727
CONSHOHOCKEN, PA
Past
November 6, 2008 - November 17, 2008
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
CONSHOHOCKEN, PA
Past
March 18, 2005 - February 24, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
RIA
CRD#: 145
WILLIAMSPORT, PA
Past
March 17, 2005 - February 24, 2014
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
WILLIAMSPORT, PA
Past
February 16, 2000 - February 25, 2005
EVERLAKE DISTRIBUTORS, LLC
BD
CRD#: 100460
NORTHBROOK, IL
Past
December 7, 1999 - February 14, 2000
ALFS, INC.
BD
CRD#: 32201
NORTHBROOK, IL
Past
November 4, 1998 - December 10, 1999
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
Past
April 12, 1996 - June 12, 1997
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
April 8, 1993 - April 10, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | 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 - (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.Highlighted states indicate IAR registrations
IAR
Texas(8/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
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Contact information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Mailing Address
Phone number
(512) 600-5390
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,633 |
| AUM (Assets Under Management) | $ 8,979,977,344 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 01/29/2024 |
Red Flags
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.
