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MJ

Michelle R. Jensen

HUB INVESTMENT PARTNERS
Oklahoma City, OK 73114
Some features on this profile are disabled
CRD#: 2645370
MJ

Professional summary

Michelle Renae Jensen, who also goes by Michelle Renae Jensen, Michelle R. Jensen, Michelle Jensen, Michelle Renae Keeton, Michelle R. Keeton, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Oklahoma City, Oklahoma.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michelle has worked at 11 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Renae Jensen | Michelle R. Jensen | Michelle Jensen | Michelle Renae Keeton | Michelle R. Keeton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Renae Jensen's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 19, 2024 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 13100 N. Western Ave #115, Oklahoma City, OK 73114
RIA
CRD#: 307956
Oklahoma City, OK
Past

February 15, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Oklahoma City, OK
Past

February 15, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Oklahoma City, OK
Past

February 10, 2021 - February 2, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
OKLAHOMA CITY, OK
Past

February 10, 2021 - February 2, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
OKLAHOMA CITY, OK
Past

December 2, 2020 - February 12, 2021

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
OKLAHOMA CITY, OK
Past

November 30, 2020 - February 12, 2021

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
OKLAHOMA CITY, OK
Past

July 7, 2016 - December 13, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EDMOND, OK
Past

June 24, 2015 - December 13, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EDMOND, OK
Past

June 24, 2013 - November 5, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
EDMOND, OK
Past

April 14, 2009 - June 27, 2013

OSAIC FS, INC.

BD
CRD#: 3870
EDMOND, OK
Past

April 20, 2005 - January 28, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EDMOND, OK
Past

April 6, 2000 - May 9, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
OKLAHOMA CITY, OK
Past

February 18, 2000 - May 9, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 4, 1998 - February 28, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 20, 1995 - May 26, 1998

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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
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 - (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
Oklahoma
(1/22/2024)
IAR
Texas
(1/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/3/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/19/1995
Investment Company Products/Variable Contracts Representative Examination

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 - (4/1/2020 Approved)
Loading...

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 (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts8,633
AUM (Assets Under Management)$ 8,979,977,344

Accountant surprise examination report

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

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.

Company Information

HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956Oklahoma City, OK 73114

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