Michelle R. Jensen

HUB INVESTMENT PARTNERS

Oklahoma City, OK 73114

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CRD#: 2645370

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.

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

CRD#: 79

OKLAHOMA CITY, OK

Past

December 2, 2020 - February 12, 2021

CETERA INVESTMENT SERVICES LLC

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

CRD#: 15340

EDMOND, OK

Past

June 24, 2013 - November 5, 2013

LPL FINANCIAL LLC

CRD#: 6413

EDMOND, OK

Past

April 14, 2009 - June 27, 2013

OSAIC FS, INC.

CRD#: 3870

EDMOND, OK

Past

April 20, 2005 - January 28, 2009

CETERA WEALTH SERVICES, LLC

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.

CRD#: 7059

NEW YORK, NY

Past

August 4, 1998 - February 28, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 20, 1995 - May 26, 1998

NYLIFE SECURITIES LLC

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

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)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/19/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/27/2025)

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	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.

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Advisor Monitoring

Firm Stability Insights

Michelle R. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Renae Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

CETERA WEALTH SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2016

Series 63

Date: 10/19/1995

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/3/1998

Series 6

Date: 10/19/1995

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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