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JH

Jerry Clyde Hubbell

CRD# 2397815·Registered 1993 - 2025
Previously Registered: Being a previously registered professional could mean that Jerry is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jerry Clyde Hubbell, who also goes by Jerry C Hubbell, was a registered financial advisor. Jerry was a previously registered financial professional and started their career in finance 1993 - 2025. Jerry had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerry C Hubbell

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

WEALTH PERSONAL·CRD# 144800
RIA
Elk Rapids, MI
April 12, 2010 - December 31, 2025
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
September 29, 1997 - July 17, 1998
MARINER FINANCIAL SERVICES, INC.·CRD# 8292
BD
Largo, FL
March 13, 1995 - September 8, 1997
STEIN, SHORE SECURITIES, INC.·CRD# 31294
BD
Orlando, FL
November 15, 1993 - March 15, 1995

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Current Firm

WP
WEALTH PERSONAL

FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC. | WEALTH PERSONAL

CRD#: 144800
Michigan
Registered Investment Advisory firm - Michigan (5/19/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (12/31/2025 Failure to Renew)

Contact Information

Main Address

212 River Street Box 738, Elk Rapids, MI 49622

Mailing Address

212 River Street Box 738, Elk Rapids, MI 49629

Phone Number

(231) 264-9591

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

271

AUM (Assets Under Management)

$19,888,829

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

SENIOR ADVISORS OF NORTHERN MICHIGAN; INVESTMENT-RELATED; ELK RAPIDS, MI; INSURANCE AGENCY; INSURANCE AGENT; 2002; GREATER THAN 50% OF TIME IS SPENT IN THIS BUSINESS

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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 Mar 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1993About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1993About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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